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Established in 2001
35+ professionals in 6 locations across 3 continents
1,500+ quality investor relationships
Clay Deniger
Managing Partner & CEO
Jeff Walters
Partner
Hannah Opatowsky
Principal
Caroline Angelini
Associate
Tricia Adamson
Senior Marketing Coordinator
Steve Standbridge
Managing Partner & President
James Eland
Managing Director
Nicholas Ponzio
Principal
Alaina Girard
Associate
Karen Baker
Business Development Coordinator
Alex Brooks
Partner
Stacey Walter
Managing Director
Kandice Reid
HR Manager
Lauren Ritch
Research Analyst
Shayna Tapper
Marketing Coordinator
Brian DeFee
Partner
Tiffany Hargis
Chief Compliance Officer
Margo Moore
Vice President
Hannah Costley
Analyst
Juliana Thomas
Marketing Coordinator
Michael Keaveney
Partner
Kevin Martins
Controller
Kori Richards
Research Manager
Stephen Stark
Analyst
Nancy Steele
Client Coordinator
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