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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

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

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Teamwork is essential to our group performing at a high level. No one individual is responsible for any of our accomplishments.