Our Team of ESOP Advisors

Employee Ownership Experts with Real World Experience

We understand the needs of clients, and their advisors, because we’ve walked in their shoes. In addition to commercial banking professionals, attorneys, and accountants, our team of ESOP investment banking specialists includes seasoned entrepreneurs and CEOs.

That practical experience, combined with CSG Partners’ thought leadership and extensive, analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.

Yosef Feld, CSG Partners

Yosef Feld

CONTROLLER

212.385.0544
yfeld@csgpartners.com

Preeth Coramutla, CSG Partners

Preeth Coramutla

ASSOCIATE

Trevor Dalton, CSG Partners

Trevor Dalton

ASSOCIATE

Josh Feinberg, CSG Partners

Josh Feinberg

ASSOCIATE

Daniel Gluck, CSG Partners

Daniel Gluck

ASSOCIATE

Fred Stino, CSG Partners

Fred Stino, CPA

ASSOCIATE

Devanshi Lakkad, CSG Partners

Devanshi Lakkad

MARKETING ASSOCIATE

Jacob Brown, CSG Partners

Jacob Brown

ANALYST

Ryan Caress, CSG Partners

Ryan Caress

ANALYST

Amani Christopher, CSG Partners

Amani Christopher

ANALYST

Seth Coronel, CSG Partners

Seth Coronel

ANALYST

Lucas Flemming, CSG Partners

Lucas Flemming

ANALYST

Isaac Gotian, CSG Partners

Isaac Gotian

ANALYST

Rewa Goyal, CSG Partners

Rewa Goyal

ANALYST

Christian Knight, CSG Partners

Christian Knight

ANALYST

Alfred Perez, CSG Partners

Alfred Perez

ANALYST

Maxwell Shen, CSG Partners

Maxwell Shen

ANALYST

646.722.1174
mshen@csgpartners.com

Tori Starcher, CSG Partners

Tori Starcher

ANALYST

Meet with our ESOP Advisors

Whether you're considering an ESOP, exploring succession planning, or having second thoughts about private equity, 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.