Our Team
Experienced specialists dedicated to our clients
James Anderson
Chief Executive Officer
Rocky Golem
Managing Director
David Helms
Managing Director
Peter Nero
Managing Director
Jay Poorman
Managing Director
John Waller
Managing Director
Andrew Cochran
Director
Alain Nono
Director
Tyler Pace
Director
Derek Smith
Director
Alex Weiss
Director
Ethan Gundry
Vice President
Kari O'Brien
Vice President
Patrick O'Hara
Vice President
Louis Trimble, CFA
Vice President
Lingxu Li
Associate
Zachary Atiyeh
Analyst
Matt Botek
Analyst
Matt Kase
Analyst
Brendan Kenny
Analyst
John Pagliari
Analyst
Nick Rettino
Analyst
Jay Sojdehei
Analyst
Mary Burns
Executive Assistant & Office Manager
Danielle Stewart
Administrative Assistant & Office Coordinator
Stephen Applebaum
Senior Advisor
David Gaebler
Senior Advisor
Douglas Tegen
Senior Advisor