Our Team

Eric Becker

Founder and Co-Chairman

Simone Benscher

Business Development Analyst

Chris Boehm

Managing Partner, Private Capital

Cory Brown

Senior Project Manager

Ruthie Casey

Marketing Associate

Mike Dorsey

Private Capital Analyst

Carter Eckerline

Associate

John Geis

Principal

Will Hoesley

Associate

John Kim

Director of Information Technology

Kathleen Lunger

Meeting Services Coordinator

Jessica Malkin

Executive Vice President

Nick Marietti

Managing Director, Real Estate

David Mills

Chief Financial Officer

Jon Moon

Information Technology Specialist

Marjie Paddock

Director of Compliance

James Parr

Associate

Nicholas Parrish, CFA, CAIA

Managing Director

Oliver Rose

Director of Strategic Initiatives

Jason Ross

Vice President, Real Estate

Bill Rudnick

Senior Partner, General Counsel & Head of Family Office Services

Avy Stein

Founder and Co-Chairman

Mark Stern

Managing Partner, Real Estate

Matt Teitelbaum

Director of Business Development