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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
James Eland
Managing Director
Benjamin Carlson
Principal
Hannah Costley
Associate
Juliana Thomas
Client Management Coordinator
Natasha Sykes
Client Coordinator
Steve Standbridge
Managing Partner & President
Stacey Walter
Managing Director
Hannah Opatowsky
Principal
Alaina Girard
Associate
Tricia Adamson
Senior Marketing Coordinator
Alex Brooks
Partner
Tiffany Hargis
Chief Compliance Officer
Nicholas Ponzio
Principal
Stephen Stark
Senior Analyst
Shayna Tapper
Marketing Coordinator
Brian DeFee
Partner
Kevin Martins
Controller
Kori Richards
Research Manager
Lauren Ritch
Research Analyst
Karen Baker
Business Development Coordinator
Jeff Walters
Partner
Kandice Reid
HR Manager
Caroline Angelini
Senior Associate
Bryce Wujcik
Analyst
Marilu Hernandez
Client Coordinator
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