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Established in 2001
35+ professionals in 6 locations across 3 continents
1,500+ quality investor relationships

Global Team
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Clay Deniger
Managing Partner & CEO

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Caroline Phillips
Partner

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Michele Lee
Managing Director

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Nicholas Ponzio
Principal

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Kori Richards
Research Manager

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Stephen Stark
Analyst

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Juliana Thomas
Marketing Coordinator

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Steve Standbridge
Managing Partner & President

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Jeff Walters
Partner

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Stacey Walter
Managing Director

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Aude Pouradier Duteil
Principal

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Caroline Angelini
Associate

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Tricia Adamson
Senior Marketing Coordinator

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Nancy Steele
Client Coordinator

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Alex Brooks
Partner

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Lucien Cipollone
Associate Partner

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Tiffany Hargis
Chief Compliance Officer

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Kandice Reid
HR Manager

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Angeline Lim
Associate

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Karen Baker
Business Development Coordinator

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Ilona Bassa
Executive Assistant

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Brian DeFee
Partner

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Thomas Eisenhardt
Associate Partner

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Kevin Martins
Controller

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Margo Moore
Vice President

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Stefano Prior
Associate

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Juanita Johnson
Coordinator

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Michael Keaveney
Partner

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James Eland
Managing Director

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Hannah Opatowsky
Principal

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Bowei Tang
Vice President

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Lauren Ritch
Research Analyst

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Shayna Tapper
Marketing Coordinator

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