Our Team of ESOP Advisors & Specialists | CSG Partners

We understand your needs because our ESOP advisors have walked in your shoes.

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.

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Lawrence Kaplan

Founder & Managing Partner

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Patrick Fallon

COO & Managing Director

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Steve Berman

Managing Director

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Harvey Granat

Managing Director

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Richard Harmon

Managing Director

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Eitan Milstein

Managing Director

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Alex Mumblat

Managing Director

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Nathan Perkins

Managing Director

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George Thacker

Managing Director

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Patrick Trask

Managing Director

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Jordan Burg

Director of Marketing

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Jeffrey Kaplan

Business Development

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Yosef Feld

Controller

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Vanessa Paradis

Office Manager

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David Blauzvern

Vice President

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Michael Bannon

Associate

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Jonathan Ho

Associate

Image for Andrew Nikolai

Andrew Nikolai

Associate

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Joshua Weist

Associate

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Brian Crowley

Analyst

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Samuel Minkin

Analyst

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Vik Nguyen

Analyst

Image for Doron Saraf-Kashani

Doron Saraf-Kashani

Analyst

Image for Patrick Swanick

Patrick Swanick

Analyst

Talk to Our Team

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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.