Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Bruce Forrest, MD
Managing Director, Head of Healthcare/Life Sciences Group
Bruce Kaufman
Managing Director, Co-Head of Healthcare/Life Sciences Group
Carrie Steele
Vice President, Investment Banking: Cannabis, Hemp and CBD Practice
David Bunzel
Managing Director- Investment Banking, M&A, Public & Private Markets
Mark A. Chlapowski
Executive Director- LATAM Group & Industrials, Chemicals & Manufacturing
Shajan Ninan
Managing Director - Equity Research, Research Principal
Steven Zelac
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Todd D. Slater
Managing Director, Co-Head of Consumer and Retail Banking
Tom Bronner
Vice President, Real Estate, Financial Services, Energy, Healthcare/Life Sciences
Vince Palmieri
Managing Director – Mobility, Sustainable Energy, and Infrastructure
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.