Our Team

Experienced specialists dedicated to our clients
James Anderson
James Anderson

Chief Executive Officer

David Helms
David Helms

Senior Managing Director

Steven Levitt
Steven Levitt

Senior Managing Director

Peter Nero
Peter Nero

Senior Managing Director

Jay Poorman
Jay Poorman

Senior Managing Director

John Waller
John Waller

Senior Managing Director

Andrew Cochran
Andrew Cochran

Managing Director

Dan  Erichson, CFA
Dan Erichson, CFA

Managing Director

John Eubanks, CFP
John Eubanks, CFP

Managing Director

Matthew Gelber
Matthew Gelber

Managing Director

Rocky Golem
Rocky Golem

Managing Director

Derek Smith
Derek Smith

Managing Director

Louis Trimble, CFA
Louis Trimble, CFA

Managing Director

Alex Weiss
Alex Weiss

Managing Director

Michael Adams
Michael Adams

Director

Ethan Gundry
Ethan Gundry

Director

Matt Kempler
Matt Kempler

Director

Alain Nono
Alain Nono

Director

Donald Schipf, CFA
Donald Schipf, CFA

Director

John Ball, CPA
John Ball, CPA

Vice President

Matt Botek
Matt Botek

Vice President

Matt Kase
Matt Kase

Vice President

Lingxu Li
Lingxu Li

Vice President

John Pagliari
John Pagliari

Vice President

Nick Rettino
Nick Rettino

Vice President

Zachary Atiyeh
Zachary Atiyeh

Associate

Balbeer Chhabada
Balbeer Chhabada

Associate

Adam Hilal
Adam Hilal

Associate

Patrick Meier
Patrick Meier

Associate

James Miranda
James Miranda

Associate

Mike Roberts
Mike Roberts

Associate

Brooke Secola
Brooke Secola

Associate

Patrick Serowka
Patrick Serowka

Associate

Michael Bocchiaro
Michael Bocchiaro

Analyst

Alec Bryan
Alec Bryan

Analyst

Joseph Chou
Joseph Chou

Analyst

Sam Corbett
Sam Corbett

Analyst

David Dingens
David Dingens

Analyst

Mia Horne
Mia Horne

Analyst

Jack Hurley
Jack Hurley

Analyst

Premkumar Patel
Premkumar Patel

Analyst

Carter Richardson
Carter Richardson

Analyst

Drew Tronc
Drew Tronc

Analyst

Joey Van Boxtel
Joey Van Boxtel

Analyst

Michael Waller
Michael Waller

Business Development & Marketing

Adriana Lourenco
Adriana Lourenco

Business Development

Nicki Meehan
Nicki Meehan

Business Development

Jorge Ramirez, CFA
Jorge Ramirez, CFA

Research

Mary Burns
Mary Burns

Office Manager & Executive Assistant

Elaine Weglarz
Elaine Weglarz

Office Manager

Brenna Kitko
Brenna Kitko

Executive Assistant

Casey Bruce
Casey Bruce

Administrative Assistant

Stephen Applebaum
Stephen Applebaum

Senior Advisor

David Gaebler
David Gaebler

Senior Advisor

Douglas Tegen
Douglas Tegen

Senior Advisor