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Established in 2001
35+ professionals in 6 locations across 3 continents
1,500+ quality investor relationships
Global Team
Clay Deniger
Managing Partner & CEO
Caroline Phillips
Partner
Michele Lee
Managing Director
Nicholas Ponzio
Principal
Kori Richards
Research Manager
Lauren Ritch
Research Analyst
Juanita Johnson
Coordinator
Steve Standbridge
Managing Partner & President
Jeff Walters
Partner
Stacey Walter
Managing Director
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Aude Pouradier Duteil
Principal
Caroline Angelini
Associate
Hannah Costley
Analyst
Shayna Tapper
Marketing Coordinator
Alex Brooks
Partner
Lucien Cipollone
Associate Partner
Tiffany Hargis
Chief Compliance Officer
Kandice Reid
HR Manager
Alaina Girard
Associate
Stephen Stark
Analyst
Juliana Thomas
Marketing Coordinator
Brian DeFee
Partner
Thomas Eisenhardt
Associate Partner
Kevin Martins
Controller
Margo Moore
Vice President
Angeline Lim
Associate
Tricia Adamson
Senior Marketing Coordinator
Nancy Steele
Client Coordinator
Michael Keaveney
Partner
James Eland
Managing Director
Hannah Opatowsky
Principal
Bowei Tang
Vice President
Stefano Prior
Associate
Karen Baker
Business Development Coordinator
Ilona Bassa
Executive Assistant
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