Our Team
Scott Baldwin
Vice President
Jakob Bergendorff
Vice President, Investment Banking
Tom Bronner
Vice President, Real Estate, Financial Services, Energy, Healthcare/Life Sciences
Omar Brown
Managing Director
Tad Bull
Managing Director, Compliance and Administration
Tim Busler
Managing Director
Mark A. Chlapowski
Executive Director- LATAM Group & Industrials, Chemicals & Manufacturing
Greg Crowell
CFA, Vice President
Peter Formanek, CPA
Founder & Managing Partner
Bruce Forrest, MD
Managing Director, Head of Healthcare/Life Sciences Group
Jeffrey Gold
Senior Managing Director, Investment Banking
Igor Gourari, CPA
Managing Director of Investment Banking
Donald Jackson
Manager - Investment Banking
Thomas Kane
Head of Human Capital Management
Bruce Kaufman
Managing Director, Co-Head of Healthcare/Life Sciences Group
Dr. James P. Kelleher
Vice President, Investment Banking
Kenton B. Kilmer
Vice President
Michael Kuntz
Managing Director
Jon Lunsford
Managing Director
Bill Marcus
Senior Managing Director
Julio Marquez
Managing Director, Latin America Group
Gabriel Melamed
Managing Director
Marcel Melis
Vice President
Lianne Merchant
Managing Director
Shajan Ninan
Managing Director - Equity Research, Research Principal
Vince Palmieri
Managing Director – Mobility, Sustainable Energy, and Infrastructure
Raju Panjwani
Managing Director, Investment Banking
Sasson Posner
Managing Director
Marianna Prueger
Vice President
Traci E. Rhone
Vice President of Business Development
Fernando Russo
Vice President - Investment Banking
Todd D. Slater
Managing Director, Co-Head of Consumer and Retail Banking
Jon Stein
Vice President of Investment Banking
Stanley Tobin
Senior Director, Consumer & Latin America
Kristina M. Walsh
Co-Head of Consumer and Retail Banking
Patrick Walsh
Vice President - Investment Banking
Steven Zelac
Senior Managing Director, Sector Lead - Industrials, Chemicals & Manufacturing
Josh Gould
Vice President
Brandon Walker
Research Assistant
David Bunzel
Managing Director- Investment Banking, M&A, Public & Private Markets
David Link
Senior Banker
Erez Hevroni
Director of Investment Banking
Peter Perri
Managing Director
Valerie Bowman
Co- Head Cannabis Team