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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

Lizabeth R. Boeckmann

Chief Administrative Officer

Molly B. Brister

Vice President

Megan Brooks

Associate

Jeffrey Buth, CPA

Chief Financial Officer

Kevin T. Butts

Principal

Julie Canna

Senior Vice President

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

Alex Williams

Associate

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We value a collaborative environment. We keep an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.