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
Director
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
Megan E. Cunningham
Analyst
Chip Davis
Director
Murielle Dawdy, CFA
Director
Bradley M. Dorchinecz
Managing Director
Adam R. Freda
Managing Director
Kodee Furst
Director
Reed Hunter Garetto
Vice President
Aaron Gillum
Senior Vice President
James “Trey” R. Hart III
Managing Director
Melissa Hernandez
Analyst
Steve Hughes
Associate Legal Analyst
Sarah Jaeger
Associate
Kate Lazarevski
Assistant Controller
Thalia R. Lloyd
Vice President
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Senior Vice President
Kelsey McHugh
Associate
Robert P. Morgan
Managing Director
Peter Morin
Analyst
Thomas Needle, CFA
Vice President
Patricia Nolan
Vice President
Justin Redeker
Senior Legal Counsel
Phillip Schwartzman
Second Vice President
Bridget Schweihs
Director
Tony Sorrentino, CFA
Vice President
Kathleen Switala
Vice President
Private Equity Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Controller |
Molly B. Brister | Director |
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 |
Megan E. Cunningham | Analyst |
Chip Davis | Director |
Murielle Dawdy, CFA | Director |
Bradley M. Dorchinecz | Managing Director |
Adam R. Freda | Managing Director |
Kodee Furst | Director |
Reed Hunter Garetto | Vice President |
Aaron Gillum | Senior Vice President |
James “Trey” R. Hart III | Managing Director |
Melissa Hernandez | Analyst |
Steve Hughes | Associate Legal Analyst |
Sarah Jaeger | Associate |
Kate Lazarevski | Assistant Controller |
Thalia R. Lloyd | Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Senior Vice President |
Kelsey McHugh | Associate |
Robert P. Morgan | Managing Director |
Peter Morin | Analyst |
Thomas Needle, CFA | Vice President |
Patricia Nolan | Vice President |
Justin Redeker | Senior Legal Counsel |
Phillip Schwartzman | Second Vice President |
Bridget Schweihs | Director |
Tony Sorrentino, CFA | Vice President |
Kathleen Switala | Vice President |
We operate in a competitive environment, and competitiveness drives us to be the best alternatives provider in the industry.