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
Lizabeth R. Boeckmann
Chief Administrative Officer
Molly B. Brister
Vice President
Megan Brooks
Associate
Jeffrey Buth, CPA
Chief Financial Officer
Kevin T. Butts
Director
Julie Canna
Senior Vice President
Patrick Clavio
Senior Associate
Chip Davis
Vice President
Bradley M. Dorchinecz
Managing Director
Adam R. Freda
Managing Director
Aaron Gillum
Senior Vice President
James “Trey” R. Hart III
Managing Director
Kevin R. Kresnicka, CFA
Vice President
Nicholas W. Lawler
Director
Thalia R. Lloyd
Vice President
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Senior Vice President
Robert P. Morgan
Managing Director
Patricia Nolan
Vice President
Eric Qi
Analyst
Bridget Schweihs
Senior Associate
Mary Sheehan
Analyst
Anthony J. Sorrentino
Associate
Kathleen Switala
Vice President
Maureen "Mo" Wilkie
Vice President
Alex Williams
Associate
Private Equity Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Controller |
Lizabeth R. Boeckmann | Chief Administrative Officer |
Molly B. Brister | Vice President |
Megan Brooks | Associate |
Jeffrey Buth, CPA | Chief Financial Officer |
Kevin T. Butts | Director |
Julie Canna | Senior Vice President |
Patrick Clavio | Senior Associate |
Chip Davis | Vice President |
Bradley M. Dorchinecz | Managing Director |
Adam R. Freda | Managing Director |
Aaron Gillum | Senior Vice President |
James “Trey” R. Hart III | Managing Director |
Kevin R. Kresnicka, CFA | Vice President |
Nicholas W. Lawler | Director |
Thalia R. Lloyd | Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Senior Vice President |
Robert P. Morgan | Managing Director |
Patricia Nolan | Vice President |
Eric Qi | Analyst |
Bridget Schweihs | Senior Associate |
Mary Sheehan | Analyst |
Anthony J. Sorrentino | Associate |
Kathleen Switala | Vice President |
Maureen "Mo" Wilkie | Vice President |
Alex Williams | Associate |
Hard work is an important part of our success - we pride ourselves on working extremely hard to win mandates, deals, and access to top funds.