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
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
Chip Davis
Director
Murielle Dawdy
Vice President
Bradley M. Dorchinecz
Managing Director
Adam R. Freda
Managing 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
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
Tony Sorrentino, CFA
Senior Associate
Kathleen Switala
Vice President
Private Equity Team
| Name | Title |
|---|---|
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 |
Chip Davis | Director |
Murielle Dawdy | Vice President |
Bradley M. Dorchinecz | Managing Director |
Adam R. Freda | Managing 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 |
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 |
Tony Sorrentino, CFA | Senior Associate |
Kathleen Switala | Vice President |
Teamwork is essential to our group performing at a high level. No one individual is responsible for any of our accomplishments.