Our Team of ESOP Advisors

Doron

Doron Saraf-Kashani

VICE PRESIDENT

212.385.0209

Yosef Feld

Yosef Feld

CONTROLLER

212.385.0544

Preeth

Preeth Coramutla

ASSOCIATE

347.480.7984

Josh Feinberg

Josh Feinberg

ASSOCIATE

973.896.4879

Fred Stino

Fred Stino, CPA

ASSOCIATE

929.273.1539

Trevor Dalton Headshot

Trevor Dalton

ANALYST

347.674.4024

Sotonye George

Sotonye George

ANALYST

646.722.1124

Daniel Gluck

Daniel Gluck

ANALYST

646.867.2788

Helen Jiang

Helen Jiang

MARKETING ANALYST

929.262.1772

Garrett Kremer

Garrett Kremer

ANALYST

646.722.1175

William McHugh

William McHugh

ANALYST

646.217.0580

Maxwell Shen

Maxwell Shen

ANALYST

646.722.1174

Rachaithaa Shetty

Rachaithaa Shetty

ANALYST

646.867.2786

Jeffrey Kaplan photo

Jeffrey Kaplan

RELATIONSHIP MANAGER

212.366.5382

Meet with our ESOP Advisors

Whether you're considering an ESOP transaction or you need a couple of questions answered, we’re here to help. Schedule a call or video chat with one of our nationally-recognized, employee stock ownership plan advisors.

You'll be connected with a team member who's knowledgeable about your industry and your market.