Our Team of ESOP Advisors

Andrew Nikolai

Andrew Nikolai, CFA

Associate

646.867.2785

Doron Saraf-Kashani photo

Doron Saraf-Kashani

Associate

212.385.0209

Jeffrey Kaplan photo

Jeffrey Kaplan

Relationship Manager

212.366.5382

Yosef Feld

Yosef Feld

Controller

212.385.0544

Preeth Coramutla

Preeth Coramutla

Analyst

347.480.7984

Trevor Dalton Headshot

Trevor Dalton

Analyst

347.674.4024

Feinberg (2)

Josh Feinberg

Analyst

973.896.4879

Max Goldenberg

Max Goldenberg

Analyst

929.266.8071

Helen Jiang

Helen Jiang

Marketing Analyst

929.262.1772

Fred Stino photo

Fred Stino, CPA

Analyst

929.273.1539

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.