We have built an exceptional team of nearly 100 investment professionals with a commitment to providing our clients with highly-focused, personalized attention. Among our ranks are recognized leaders in the areas of brokerage and investment advisory services, and innovators in the areas of private placements, alternative investments and managing broker dealer services. But each of us are dedicated to remaining nimble and responsive to your needs, while always focusing on performance. With nationwide offices, we would welcome an opportunity to talk to you.
Dominic Baldini
Founder, CEO and CCO
Kathleen Morrissey
Chief Operating Officer
Sean Snyder
Chief Strategy Officer
Carolyn Jenkins
Chief Process Officer
Kristian Colvin
Vice President, Financial Consultant
Linda Segervall
Director, Marketing and Human Resources
Matt Larson
Chief Business Officer
Brooke Jones
Chief Administrative Officer
Stephen Mark
Co-Head of Equity Capital Markets