Established in 2001
40 professionals in 5 offices across 3 continents
1,500+ quality investor relationships
Clay Deniger
Managing Partner & CEO
Michael Keaveney
Managing Director
Kevin Martins
Controller
Caroline Magee
Associate
Nancy Steele
Client Coordinator
Steve Standbridge
Managing Partner & President
Stacey Walter
Managing Director
Kandice Reid
HR Manager
Hannah Costley
Analyst
Shayna Tapper
Marketing Coordinator
Alex Brooks
Partner
Jeff Walters
Managing Director
Margo Moore
Vice President
Tricia Clark
Senior Marketing Coordinator
Juliana Thomas
Marketing Coordinator
Carol Proffer
Senior Advisor
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Brittanie McGee
Principal
Hannah Opatowsky
Vice President
Karen Baker
Business Development Coordinator
James Eland
Managing Director
Tiffany Lauterbach
Chief Compliance Officer
Kori Richards
Research Manager
