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
Senior Vice President
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
Associate
Chip Davis
Senior Vice President
Murielle Dawdy, CFA
Director
Bradley M. Dorchinecz
Managing Director
Adam R. Freda
Managing Director
Kodee Furst
Director
Anoushka Ganjoo
Analyst
Aaron Gillum
Senior Vice President
James “Trey” R. Hart III
Managing Director
Melissa Hernandez
Analyst
Kara Hoover
Head of Business Management
Steve Hughes
Associate Legal Analyst
August Laatsch
Analyst
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
Antonio Muinos
Senior Vice President
Thomas Needle, CFA
Vice President
Nina Nguyen
Assistant Controller
Patricia Nolan
Vice President
Justin Redeker
Senior Legal Counsel
Phillip Schwartzman
Second Vice President
Bridget Schweihs
Director
Mohamed Shamel
Analyst
Tony Sorrentino, CFA
Vice President
Kathleen Switala
Vice President
Private Equity Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Controller |
Molly B. Brister | Senior Vice President |
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 | Associate |
Chip Davis | Senior Vice President |
Murielle Dawdy, CFA | Director |
Bradley M. Dorchinecz | Managing Director |
Adam R. Freda | Managing Director |
Kodee Furst | Director |
Anoushka Ganjoo | Analyst |
Aaron Gillum | Senior Vice President |
James “Trey” R. Hart III | Managing Director |
Melissa Hernandez | Analyst |
Kara Hoover | Head of Business Management |
Steve Hughes | Associate Legal Analyst |
August Laatsch | Analyst |
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 |
Antonio Muinos | Senior Vice President |
Thomas Needle, CFA | Vice President |
Nina Nguyen | Assistant Controller |
Patricia Nolan | Vice President |
Justin Redeker | Senior Legal Counsel |
Phillip Schwartzman | Second Vice President |
Bridget Schweihs | Director |
Mohamed Shamel | Analyst |
Tony Sorrentino, CFA | Vice President |
Kathleen Switala | Vice President |
Everything we do is done with integrity. Relationships with our investors are built on trust.