Established in 2001
40 professionals in 5 offices across 3 continents
1,500+ quality investor relationships

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Clay Deniger

Managing Partner & CEO

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James Eland

Managing Director

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Brittanie McGee

Principal

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Caroline Angelini
Associate

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Juliana Thomas

Marketing Coordinator

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Steve Standbridge

Managing Partner & President

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Stacey Walter

Managing Director

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Kandice Reid

HR Manager

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Lauren Ritch
Research Analyst

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Nancy Steele

Client Coordinator

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Alex Brooks

Partner

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Carol Proffer

Senior Advisor

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Margo Moore

Vice President

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Tricia Clark

Senior Marketing Coordinator

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Michael Keaveney
Partner

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Tiffany Hargis
Chief Compliance Officer

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Hannah Opatowsky

Vice President

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Karen Baker

Business Development Coordinator

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Jeff Walters
Partner

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Kevin Martins

Controller

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Kori Richards

Research Manager

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Shayna Tapper

Marketing Coordinator