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
Senior Vice President
Molly B. Brister
Managing Director
Megan Brooks
Director
Jeffrey Buth, CPA
Chief Financial Officer
Julie Canna
Managing Director
Brendan Chrystal
Compliance Consultant
Patrick Clavio
Director
Chip Davis
Managing Director
Murielle Dawdy, CFA
Director
Bradley M. Dorchinecz
Managing Director
Kevin Enright
Associate
Adam R. Freda
Managing Director
Kodee Furst
Director
Alex Garvin
Vice President
Aaron Gillum
Senior Vice President
Kara Hoover
Head of Business Management
Steve Hughes
Associate Legal Analyst
August Laatsch
Associate
Kate Lazarevski
Assistant Controller
Thalia R. Lloyd
Vice President
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Managing Director
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
Vice President
Bridget Schweihs
Senior Vice President
Sam Sullivan
Associate
Atif Uddin
Alternatives Analyst
Private Equity Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Senior Vice President |
Molly B. Brister | Managing Director |
Megan Brooks | Director |
Jeffrey Buth, CPA | Chief Financial Officer |
Julie Canna | Managing Director |
Brendan Chrystal | Compliance Consultant |
Patrick Clavio | Director |
Chip Davis | Managing Director |
Murielle Dawdy, CFA | Director |
Bradley M. Dorchinecz | Managing Director |
Kevin Enright | Associate |
Adam R. Freda | Managing Director |
Kodee Furst | Director |
Alex Garvin | Vice President |
Aaron Gillum | Senior Vice President |
Kara Hoover | Head of Business Management |
Steve Hughes | Associate Legal Analyst |
August Laatsch | Associate |
Kate Lazarevski | Assistant Controller |
Thalia R. Lloyd | Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Managing Director |
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 | Vice President |
Bridget Schweihs | Senior Vice President |
Sam Sullivan | Associate |
Atif Uddin | Alternatives Analyst |
We seek to provide the highest level of client service in the industry, in addition to customized solutions and strong returns.