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We understand the needs of companies and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former 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 clients, their families, and their employees.
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
Michael Bannon
Associate
David Blauzvern
Associate
Jonathan Ho
Associate
James Barry
Analyst
Brian Crowley
Analyst
Samuel Minkin
Analyst
Vik Nguyen
Analyst
Andrew Nikolai
Analyst
Doron Saraf-Kashani
Analyst
Joshua Weist
Analyst
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