Established in 2001
40 professionals in 5 offices across 3 continents
1,500+ quality investor relationships
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Clay Deniger
Managing Partner
Brian DeFee
Managing Director
Lucien Cipollone
Associate Partner
Kevin Martins
Controller
Marie Roberti
Administration, Finance & Compliance
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Stefano Prior
Analyst
Shayna Tapper
Marketing Coordinator
Nancy Steele
Client Coordinator
Steve Standbridge
Managing Partner
Michael Keaveney
Managing Director
Thomas Eisenhardt
Associate Partner
Margo Moore
Vice President
Kori Richards
Research Manager
Angeline Lim
Project Management Coordinator
Juliana Thomas
Marketing Coordinator
Kandice Reid
Office Manager
Alexandre Schmitz
Managing Partner
Caroline Phillips
Managing Director
Michele Lee
Director
Alec Murphy
Vice President
Nicholas Foo
Associate
Karen Baker
Business Development Coordinator
Duyen Tran
Marketing Coordinator
Alex Brooks
Partner
Stacey Walter
Managing Director
James Eland
Principal
Hannah Opatowsky
Vice President
David Rolfo
Associate
Tricia Clark
Marketing Coordinator
Ilona Bassa
Administrative Assistant
Carol Proffer
Senior Advisor
Jeff Walters
Managing Director
Tiffany Lauterbach
Chief Compliance Officer
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Aude Pouradier Duteil
Vice President
Patrick Monnier
Analyst
Kim Jaxtheimer
Research Coordinator
