Relationship focused and long-term minded -We tailor comprehensive private equity investment solutions for all types of investors by partnering with top private equity managers.
Private Equity Team
Josh Abrego, CPA
Controller
Molly B. Brister
Senior Vice President
Megan Brooks
Vice President
Jeffrey Buth, CPA
Chief Financial Officer
Kevin T. Butts
Senior Vice President
Julie Canna
Senior Vice President
Brendan Chrystal
Senior Compliance Analyst
Patrick Clavio
Vice President
Chip Davis
Senior Vice President
Murielle Dawdy, CFA
Director
Bradley M. Dorchinecz
Managing Director
Kevin Enright
Analyst
Adam R. Freda
Managing Director
Kodee Furst
Director
Alex Garvin
Vice President
Aaron Gillum
Senior Vice President
James “Trey” R. Hart III
Managing Director
Kara Hoover
Head of Business Management
Steve Hughes
Associate Legal Analyst
August Laatsch
Analyst
Kate Lazarevski
Assistant Controller
Thalia R. Lloyd
Vice President
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Senior Vice President
Eliza McGrath
Head of Alternatives Sales
Kelsey McHugh
Senior Associate
Robert P. Morgan
Managing Director
Antonio Muinos
Senior Vice President
Thomas Needle, CFA
Vice President
Nina Nguyen
Assistant Controller
Patricia Nolan
Vice President
Kenny Parzgnat
Senior Vice President, Alternatives Specialist
Justin Redeker
Senior Legal Counsel
Phillip Schwartzman
Second Vice President
Bridget Schweihs
Director
Mohamed Shamel
Associate
Sam Sullivan
Associate
Atif Uddin
Alternatives Analyst
Private Equity Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Controller |
Molly B. Brister | Senior Vice President |
Megan Brooks | Vice President |
Jeffrey Buth, CPA | Chief Financial Officer |
Kevin T. Butts | Senior Vice President |
Julie Canna | Senior Vice President |
Brendan Chrystal | Senior Compliance Analyst |
Patrick Clavio | Vice President |
Chip Davis | Senior Vice President |
Murielle Dawdy, CFA | Director |
Bradley M. Dorchinecz | Managing Director |
Kevin Enright | Analyst |
Adam R. Freda | Managing Director |
Kodee Furst | Director |
Alex Garvin | Vice President |
Aaron Gillum | Senior Vice President |
James “Trey” R. Hart III | Managing Director |
Kara Hoover | Head of Business Management |
Steve Hughes | Associate Legal Analyst |
August Laatsch | Analyst |
Kate Lazarevski | Assistant Controller |
Thalia R. Lloyd | Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Senior Vice President |
Eliza McGrath | Head of Alternatives Sales |
Kelsey McHugh | Senior Associate |
Robert P. Morgan | Managing Director |
Antonio Muinos | Senior Vice President |
Thomas Needle, CFA | Vice President |
Nina Nguyen | Assistant Controller |
Patricia Nolan | Vice President |
Kenny Parzgnat | Senior Vice President, Alternatives Specialist |
Justin Redeker | Senior Legal Counsel |
Phillip Schwartzman | Second Vice President |
Bridget Schweihs | Director |
Mohamed Shamel | Associate |
Sam Sullivan | Associate |
Atif Uddin | Alternatives Analyst |
Everything we do is done with integrity. Relationships with our investors are built on trust.