Broker Check

Our Team

Scott Baldwin

Scott Baldwin

Vice President

Jakob Bergendorff

Jakob Bergendorff

Vice President, Investment Banking

Tom Bronner

Tom Bronner

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

Omar Brown

Omar Brown

Managing Director

Tad Bull

Managing Director, Compliance and Administration

Tim Busler

Tim Busler

Managing Director

Mark A. Chlapowski

Mark A. Chlapowski

Executive Director- LATAM Group & Industrials, Chemicals & Manufacturing

Greg Crowell

Greg Crowell

CFA, Vice President

Peter  Formanek

Peter Formanek, CPA

Founder & Managing Partner

Bruce Forrest

Bruce Forrest, MD

Managing Director, Head of Healthcare/Life Sciences Group

Jeffrey Gold

Jeffrey Gold

Senior Managing Director, Investment Banking

Igor Gourari

Igor Gourari, CPA

Managing Director of Investment Banking

Donald Jackson

Donald Jackson

Manager - Investment Banking

Thomas Kane

Thomas Kane

Head of Human Capital Management

Bruce Kaufman

Bruce Kaufman

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

James Kelleher

Dr. James P. Kelleher

Vice President, Investment Banking

Kenton B. Kilmer

Kenton B. Kilmer

Vice President

Michael Kuntz

Michael Kuntz

Managing Director

Jon Lunsford

Jon Lunsford

Managing Director

Bill Marcus

Bill Marcus

Senior Managing Director

Julio Marquez

Julio Marquez

Managing Director, Latin America Group

Gabriel Melamed

Gabriel Melamed

Managing Director

Marcel Melis

Marcel Melis

Vice President

Lianne Merchant

Lianne Merchant

Managing Director

Shajan Ninan

Shajan Ninan

Managing Director - Equity Research, Research Principal

Vince Palmieri

Vince Palmieri

Managing Director – Mobility, Sustainable Energy, and Infrastructure

Raju Panjwani

Raju Panjwani

Managing Director, Investment Banking

Sasson Posner

Sasson Posner

Managing Director

Marianna Prueger

Marianna Prueger

Vice President

Traci E.  Rhone

Traci E. Rhone

Vice President of Business Development

Fernando Russo

Fernando Russo

Vice President - Investment Banking

Todd D. Slater

Todd D. Slater

Managing Director, Co-Head of Consumer and Retail Banking

Jon Stein

Jon Stein

Vice President of Investment Banking

Stanley Tobin

Stanley Tobin

Senior Director, Consumer & Latin America

Kristina M. Walsh

Kristina M. Walsh

Co-Head of Consumer and Retail Banking

Patrick  Walsh

Patrick Walsh

Vice President - Investment Banking

Steven Zelac

Steven Zelac

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

Josh Gould

Josh Gould

Vice President

Brandon Walker

Brandon Walker

Research Assistant

David Bunzel

David Bunzel

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

David Link

David Link

Senior Banker

Erez Hevroni

Erez Hevroni

Director of Investment Banking

Peter Perri

Peter Perri

Managing Director

Valerie Bowman

Valerie Bowman

Co- Head Cannabis Team