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
Lizabeth R. Boeckmann
Chief Administrative Officer
Molly B. Brister
Vice President
Megan Brooks
Associate
Jeffrey Buth, CPA
Chief Financial Officer
Kevin T. Butts
Vice President
Julie Canna
Senior Vice President
Patrick Clavio
Senior Associate
Chip Davis
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
Kevin R. Kresnicka, CFA
Vice President
Nicholas W. Lawler
Vice President
Thalia R. Lloyd
Vice President
Maria I. Maldonado
Senior Administrative Assistant
Mike Marderosian
Vice President
Robert P. Morgan
Managing Director
Patricia Nolan
Vice President
Eric Qi
Analyst
Bridget Schweihs
Senior Associate
Mary Sheehan
Analyst
Anthony J. Sorrentino
Associate
Maureen "Mo" Wilkie
Vice President
Alex Williams
Associate
Private Equity Team
| Name | Title |
|---|---|
Lizabeth R. Boeckmann | Chief Administrative Officer |
Molly B. Brister | Vice President |
Megan Brooks | Associate |
Jeffrey Buth, CPA | Chief Financial Officer |
Kevin T. Butts | Vice President |
Julie Canna | Senior Vice President |
Patrick Clavio | Senior Associate |
Chip Davis | 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 |
Kevin R. Kresnicka, CFA | Vice President |
Nicholas W. Lawler | Vice President |
Thalia R. Lloyd | Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Mike Marderosian | Vice President |
Robert P. Morgan | Managing Director |
Patricia Nolan | Vice President |
Eric Qi | Analyst |
Bridget Schweihs | Senior Associate |
Mary Sheehan | Analyst |
Anthony J. Sorrentino | Associate |
Maureen "Mo" Wilkie | Vice President |
Alex Williams | Associate |
We hire exceptional individuals with significant investment experience who have a history of intellectual and professional achievement, initiative, hard work and accomplishment.