Our Team

Employee Ownership Experts with Real World Experience

Along with former bankers, attorneys, and accountants, our team of ESOP experts includes seasoned entrepreneurs and business executives. That experience, combined with thought leadership and detailed analytics, drives unique insights and desired outcomes.

 
Jonathan Ho photo

Jonathan Ho

Associate

Andrew Nikolai

Andrew Nikolai

Associate

Joshua Weist photo

Joshua Weist

Associate

Jeffrey Kaplan photo

Jeffrey Kaplan

Business Development

Yosef Feld

Yosef Feld

Controller

Vanessa Paradis photo

Vanessa Paradis

Office Manager

Brian Crowley photo

Brian Crowley

Analyst

Samuel Minkin photo

Samuel Minkin

Analyst

Vik Nguyen photo

Vik Nguyen

Analyst

Doron Saraf-Kashani photo

Doron Saraf-Kashani

Analyst

Swanick-May21

Patrick Swanick, CPA

Analyst

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.