Our Team

Experienced specialists dedicated to our clients
James Anderson
James Anderson

Chief Executive Officer

Andrew Cochran
Andrew Cochran

Managing Director

Rocky Golem
Rocky Golem

Managing Director

David Helms
David Helms

Managing Director

Peter Nero
Peter Nero

Managing Director

Jay Poorman
Jay Poorman

Managing Director

John Waller
John Waller

Managing Director

Alex Weiss
Alex Weiss

Managing Director

Alain Nono
Alain Nono

Director

Derek Smith
Derek Smith

Director

Ethan Gundry
Ethan Gundry

Vice President

Kari O'Brien
Kari O'Brien

Vice President

Louis Trimble, CFA
Louis Trimble, CFA

Vice President

Matt Botek
Matt Botek

Associate

Lingxu Li
Lingxu Li

Associate

Zachary Atiyeh
Zachary Atiyeh

Analyst

Matt Kase
Matt Kase

Analyst

Brendan Kenny
Brendan Kenny

Analyst

Patrick Meier
Patrick Meier

Analyst

John Pagliari
John Pagliari

Analyst

Nick Rettino
Nick Rettino

Analyst

Brooke Secola
Brooke Secola

Analyst

Patrick Serowka
Patrick Serowka

Analyst

John  Zacher
John Zacher

Analyst

Mary Burns
Mary Burns

Office Manager & Executive Assistant

Linda Chung
Linda Chung

Executive Assistant

Erika Meraz
Erika Meraz

Administrative Assistant

Stephen Applebaum
Stephen Applebaum

Senior Advisor

David Gaebler
David Gaebler

Senior Advisor

Douglas Tegen
Douglas Tegen

Senior Advisor