Our Team

LEADERSHIP TEAM

Nicholas Batinich
Partner, Investment Adviser

Shannon Behara
Partner, Investment Company

Joshua Broaded
Partner, Investment Adviser

Gina Galang
Partner, Investment Adviser

Adam Palmer
Partner, ACA Compliance (Europe)

Nick Prokos
Partner, Investment Company

Jack Rader
Partner, Diversified Financial Practice Leader

Barry Schwartz
Founder, Strategic Adviser

Dan Smith
Partner, Investment Adviser

Gary Watkins
Founder, Strategic Adviser

Ron Weekes
Partner, CEO, ACA Compliance (Europe)

Luke Wilson
Partner, Private Equity Practice Leader