Established in 2001

40 professionals in 5 offices across 3 continents

1,500+ quality investor relationships

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Clay Deniger

Managing Partner

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Michael Keaveney

Managing Director

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Kevin Martins

Controller

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Tricia Clark

Marketing Coordinator

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Nancy Steele

Client Coordinator

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Steve Standbridge

Managing Partner

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Stacey Walter

Managing Director

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Margo Moore

Vice President

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Kim Jaxtheimer

Research Coordinator

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Kandice Reid

Office Manager

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Alex Brooks

Partner

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Jeff Walters

Managing Director

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Hannah Opatowsky

Vice President

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Shayna Tapper

Marketing Coordinator

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Carol Proffer

Senior Advisor

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James Eland

Principal

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Kori Richards

Research Manager

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Juliana Thomas

Marketing Coordinator

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Brian DeFee

Managing Director

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Tiffany Lauterbach

Chief Compliance Officer

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Karen Baker

Business Development Coordinator

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Juanita Johnson

Administrative Assistant

Fundraising to the next level

Securities placed through CSP Securities, L.P., an affiliate firm; Member FINRA / SIPC; CMS license holder from the MAS; Authorised and regulated by the Financial Conduct Authority

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