Our team brings a combined 375 years of experience in the financial services industry
Alan Ratner
Managing Director
Alex Kim
Senior Associate
Ashley Fan
Associate
Charlie Flynn
David Fan
David Sarver
Haitham Said
Ivy Zelman
Executive Vice President
James Kildunne
Compliance Officer
Jesse Lederman
Director
Kevin Kaczmarek
Head of Data & Analytics
Kim Gray
Senior Vice President
Laurie Schoenburg
Lyndsey Shirak
Operations Specialist
Marius Morar
Mark Franceski
Matt Fogelman
Matt Riccomini
Vice President - Controller
McClaran Hayes
Michelle Stull
Natalie Kulasekere
Nate Emerton
Nick McAndrew
Paige Strackman
Senior Director
Pete Carroll
Ryan McKeveny
Stephen Erwin
Chief Legal and Compliance Officer
Steve Wank
Ted Tabasso
Director of Sales
Terry Walsh
Tony McGill
Senior Managing Director & Head of Investment Banking
Uri Shulman