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Along with former bankers, attorneys, and accountants, our team includes seasoned entrepreneurs and business executives. That experience, combined ESOP thought leadership, drives unique insights and desired outcomes.
Lawrence Kaplan
Founder & Managing Partner
Patrick Fallon
COO & Managing Director
Steve Berman
Managing Director
Harvey Granat
Managing Director
Richard Harmon
Managing Director
Eitan Milstein
Managing Director
Alex Mumblat
Managing Director
Nathan Perkins
Managing Director
George Thacker
Managing Director
Patrick Trask
Managing Director
Jordan Burg
Director of Marketing
Jeffrey Kaplan
Business Development
Yosef Feld
Controller
Vanessa Paradis
Office Manager
David Blauzvern
Vice President
Michael Bannon
Associate
Jonathan Ho
Associate
Andrew Nikolai
Associate
Joshua Weist
Associate
James Barry
Analyst
Brian Crowley
Analyst
Samuel Minkin
Analyst
Vik Nguyen
Analyst
Doron Saraf-Kashani
Analyst
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Whether you need a full ESOP primer or a couple of questions answered, we’re here to help. Follow this link to schedule a call or video chat with one of our employee stock ownership plan specialists.
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