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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

Private Equity Team

NameTitle

Josh Abrego, CPA

Controller

Lizabeth R. Boeckmann

Chief Administrative Officer

Molly B. Brister

Director

Megan Brooks

Senior Associate

Jeffrey Buth, CPA

Chief Financial Officer

Kevin T. Butts

Senior Vice President

Julie Canna

Senior Vice President

Patrick Clavio

Senior Associate

Megan E. Cunningham

Analyst

Chip Davis

Director

Murielle Dawdy

Vice President

Bradley M. Dorchinecz

Managing Director

Adam R. Freda

Managing Director

Kodee Furst

Director

Aaron Gillum

Senior Vice President

James “Trey” R. Hart III

Managing Director

Sarah Jaeger

Analyst

Nicholas W. Lawler

Senior Vice President

Thalia R. Lloyd

Vice President

Maria I. Maldonado

Senior Administrative Assistant

Mike Marderosian

Senior Vice President

Eric G. Moerschel

Analyst

Robert P. Morgan

Managing Director

Peter Morin

Analyst

Patricia Nolan

Vice President

Justin Redeker

Senior Legal Counsel

Phillip Schwartzman

Alternatives Analyst

Bridget Schweihs

Vice President

Monika K. Singh, IACCP®

Chief Compliance Officer

Tony Sorrentino, CFA

Senior Associate

Kathleen Switala

Vice President

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We hire exceptional individuals with significant investment experience who have a history of intellectual and professional achievement, initiative, hard work and accomplishment.