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
Brett Frantz
Investment Banking
Jeffrey Gold
Senior Managing Director, Investment Banking
Igor Gourari, CPA
Managing Director of Investment Banking
Donald Jackson
Manager - Investment Banking
Thomas Kane
Senior Managing Director
Bruce Kaufman
Managing Director, Co-Head of Healthcare/Life Sciences Group
Syed Kazmi
Managing Director Investment Banking Focused on Industries, Manufacturing, CPG, TMT, Life Sciences, Hospitality & Real Estate
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
Andrew McBride
Managing Director, Investment Banking
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
Kevin Rickman
Director
Fernando Russo
Vice President - Investment Banking
Todd D. Slater
Managing Director, Co-Head of Consumer and Retail Banking
Carrie Steele
Vice President, Investment Banking: Cannabis, Hemp and CBD Practice
Jon Stein
Vice President of Investment Banking
Anna Talarico
Business Development Investment Banker
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
David Bunzel
Managing Director- Investment Banking, M&A, Public & Private Markets