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
Julie Canna
Senior Vice President
Lizabeth R. Boeckmann
Chief Administrative Officer
Molly B. Brister
Vice President
Megan Brooks
Associate
Jeffrey Buth
Chief Financial Officer
Kevin T. Butts
Principal
Patrick Clavio
Senior Associate
Chip Davis
Vice President
Adriana Denny
Vice President
Bradley M. Dorchinecz
Managing Director
Adam R. Freda
Senior Vice President
Aaron Gillum
Senior Vice President
James “Trey” R. Hart III
Senior Vice President
Brian Kolva
Legal Counsel
Kevin R. Kresnicka, CFA
Vice President
Nicholas W. Lawler
Principal
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Principal
Robert P. Morgan
Managing Director
Patricia Nolan
Vice President
Eric Qi
Analyst
Bridget Schweihs
Senior Associate
Anthony J. Sorrentino
Associate
Maureen "Mo" Wilkie
Vice President
Private Equity Team
| Name | Title |
|---|---|
Julie Canna | Senior Vice President |
Lizabeth R. Boeckmann | Chief Administrative Officer |
Molly B. Brister | Vice President |
Megan Brooks | Associate |
Jeffrey Buth | Chief Financial Officer |
Kevin T. Butts | Principal |
Patrick Clavio | Senior Associate |
Chip Davis | Vice President |
Adriana Denny | Vice President |
Bradley M. Dorchinecz | Managing Director |
Adam R. Freda | Senior Vice President |
Aaron Gillum | Senior Vice President |
James “Trey” R. Hart III | Senior Vice President |
Brian Kolva | Legal Counsel |
Kevin R. Kresnicka, CFA | Vice President |
Nicholas W. Lawler | Principal |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Principal |
Robert P. Morgan | Managing Director |
Patricia Nolan | Vice President |
Eric Qi | Analyst |
Bridget Schweihs | Senior Associate |
Anthony J. Sorrentino | Associate |
Maureen "Mo" Wilkie | Vice President |
Everything we do is done with integrity. Relationships with our investors are built on trust.