Our Team of ESOP Advisors

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.

 
Lawrence Kaplan photo

Lawrence Kaplan

FOUNDER AND MANAGING PARTNER
Patrick Fallon photo

Patrick Fallon

COO AND MANAGING DIRECTOR
Steve Berman photo

Steve Berman

MANAGING DIRECTOR
Steven Golden photo

Steven Golden

MANAGING DIRECTOR
Harvey Granat photo

Harvey Granat

MANAGING DIRECTOR
Richard Harmon photo

Richard Harmon

MANAGING DIRECTOR
Eitan Milstein photo

Eitan Milstein

MANAGING DIRECTOR
Alex Mumblat photo

Alex Mumblat

MANAGING DIRECTOR
Thacker-Sept20

George Thacker

MANAGING DIRECTOR
Patrick Trask photo

Patrick Trask, CPA

MANAGING DIRECTOR
Jordan Burg photo

Jordan Burg

CMO
Michael Bannon photo

Michael Bannon

VICE PRESIDENT
David Blauzvern photo

David Blauzvern

VICE PRESIDENT
Jonathan Ho

Jonathan Ho

VICE PRESIDENT
Andrew Nikolai B

Andrew Nikolai, CFA

VICE PRESIDENT
Doron Saraf-Kashani photo

Doron Saraf-Kashani

SENIOR 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

Deuel

Cole Deuel

ANALYST

646.536.7820

Feinberg (2)

Josh Feinberg

ANALYST

973.896.4879

Daniel Gluck

Daniel Gluck

ANALYST

646.867.2788

Helen Jiang

Helen Jiang

MARKETING ANALYST

929.262.1772

Fred Stino, CPA

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.