Team

Our team of dedicated alternative asset professionals have backgrounds in finance, accounting, and investment banking. The team has experience in providing high quality services to leading institutions in the alternative asset class.

 


Donn Cox
President & Managing Director
Sacramento
Biography

 

Global Alternatives Advisory and Research


Brad Young
Managing Director & Head of Global Advisory Services
Richmond
Biography

Dr. William Charlton
Ph.D., CFA
Managing Director & Head of Global Research & Analytics
Richmond
Biography

Allen Waldrop
CPA, CFA
Managing Director & Head of Client Operations
Sacramento
Biography

Jim Treanor
Managing Director, Head of North America Advisory Services
Minneapolis
Biography

Rhonda Ryan
Managing Director & Head of EMEA Advisory Services
London
Biography

Peter Pfister
Managing Director & Head of Asia-Pacific Advisory Services
Singapore
Biography

Chason Beggerow
Managing Director
Richmond
Biography

Raelan Lambert
Managing Director
Sacramento
Biography

Richard Pugmire, CFA
Managing Director
Salt Lake City
Biography

Jay Yoder
CFA
Managing Director
Richmond
Biography

Alex Da Costa
Managing Director, Head of Hedge Fund Advisory
Montreal
Biography

Chris Farrington,
CAIA
Managing Director
Boston
Biography

Charles Chiang
Director
Singapore
Biography

Philip R. Coté
CFA, FRM
Director
Montreal
Biography

Dan Covich
CFA, CAIA, FRM
Director
Minneapolis
Biography

Gurjeet Dosanjh
Director
Sacramento
Biography

Jim Fisher, CFA,CAIA
Director
Minneapolis
Biography

Daniel Fuller
Director
Sacramento
Biography

Mathieu Larochelle
CFA, CAIA
Director
Montreal
Biography

Amy Ridge
Director
Sacramento
Biography

Wen Ting Geok
Associate Director
Singapore
Biography

Sam Gibbens
Associate Director
Minneapolis
Biography

Zachary Rioux
CFA
Associate Director
Salt Lake City
Biography

Timothy Spiegel
Associate Director
Boston
Biography

Scott Wilkinson
Associate Director
London
Biography

Schon Williams
CFA
Associate Director
Richmond
Biography

Tom Arstingstall
Senior Associate
Sacramento
Biography

Allyson Eisenhower
Senior Associate
Sacramento
Biography

Florian Ghiurau
Senior Associate
Sacramento

De’Von Jones
Senior Associate
Richmond
Biography

 

Risk Management


Clete Strak
Director
Minneapolis
Biography

Don Kim
Director
Sacramento
Biography

Hana Poncova
Director
London
Biography

Nicola Patel
Associate Director
London
Biography

Stephanie Perry
Associate Director
Sacramento
Biography

Tammie Taylor
Associate Director
Richmond
Biography

Nicholas Coogan
Senior Associate
London
Biography

Jedidiah Roberts
Senior Associate
Sacramento
Biography

Benjamin Scott
Senior Associate
London
Biography

Branden Vogel
Senior Associate
Sacramento
Biography

 

Business Development


Doug Moore
Managing Director & Head of Business Development
Richmond
Biography

John Hess
Head of Global Strategic Initiatives
London
Biography