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INVESTMENT BANKING
& SYNDICATION TEAMS.

We don’t just talk teamwork. It’s how we genuinely work. Our clients know that they can contact any team member at any time to get answers to questions. Clients know the team will always work as one to exceed expectations.

INVESTMENT BANKERS

  • Ian Joseph, CFA – President
  • John Booth
  • Peter Dey
  • Daniel Lee, JD CFA
  • Andrew Partington
  • Barry Richards

ASSOCIATES

  • Shahryar Qayum
  • Asha Soares, CFA

ANALYSTS

  • Jordan Good
  • Andrew Howard
  • Steven Shi

SYNDICATION

  • Christopher Glavin, CFA