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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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.

Andrew  McBride

Andrew McBride

Managing Director, Investment Banking

781.801.0418

Anna Talarico

Anna Talarico

Business Development Investment Banker

914.393.6499

Bruce Forrest

Bruce Forrest, MD

Managing Director, Head of Healthcare/Life Sciences Group

914.661.6108

Bruce Kaufman

Bruce Kaufman

Managing Director, Co-Head of Healthcare/Life Sciences Group

347.400.2082

Carrie Steele

Carrie Steele

Vice President, Investment Banking: Cannabis, Hemp and CBD Practice

303.910.6169

David Bunzel

David Bunzel

Managing Director- Investment Banking, M&A, Public & Private Markets

914.725.9610

Fernando Russo

Fernando Russo

Vice President - Investment Banking

312.989.9008

Igor Gourari

Igor Gourari, CPA

Managing Director of Investment Banking

917.755.2067

Jakob Bergendorff

Jakob Bergendorff

Vice President, Investment Banking

917.530.6326

Jeffrey Gold

Jeffrey Gold

Senior Managing Director, Investment Banking

917.834.6727

Jon Stein

Jon Stein

Vice President of Investment Banking

+1.609.556.8412

Julio Marquez

Julio Marquez

Managing Director, Latin America Group

646.942.4641

Kristina M. Walsh

Kristina M. Walsh

Co-Head of Consumer and Retail Banking

203.313.0393

Mark A. Chlapowski

Mark A. Chlapowski

Executive Director- LATAM Group & Industrials, Chemicals & Manufacturing

347.708.0018

Patrick  Walsh

Patrick Walsh

Vice President - Investment Banking

917.674.2273

Raju Panjwani

Raju Panjwani

Managing Director, Investment Banking

917.608.9555

Shajan Ninan

Shajan Ninan

Managing Director - Equity Research, Research Principal

516.987.1656

Stanley Tobin

Stanley Tobin

Senior Director, Consumer & Latin America

917.691.2813

Steven Zelac

Steven Zelac

Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing

914.522.7082

Syed Kazmi

Syed Kazmi

Managing Director Investment Banking Focused on Industries, Manufacturing, CPG, TMT, Life Sciences, Hospitality & Real Estate

714 .875.1521

Tad Bull

Managing Director, Compliance and Administration

917.923.9649

Todd D. Slater

Todd D. Slater

Managing Director, Co-Head of Consumer and Retail Banking

917.797.1620

Tom Bronner

Tom Bronner

Vice President, Real Estate, Financial Services, Energy, Healthcare/Life Sciences

203.858.4012

Traci E.  Rhone

Traci E. Rhone

Vice President of Business Development

305.333.6769

Vince Palmieri

Managing Director – Mobility, Sustainable Energy, and Infrastructure

646-642-1061

Client Centered

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.