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 includes seasoned entrepreneurs and business executives. That experience, combined ESOP thought leadership, 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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Michael Bannon

Associate

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David Blauzvern

Associate

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Jonathan Ho

Associate

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James Barry

Analyst

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Brian Crowley

Analyst

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Samuel Minkin

Analyst

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Vik Nguyen

Analyst

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Andrew Nikolai

Analyst

Image for Doron Saraf-Kashani

Doron Saraf-Kashani

Analyst

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Joshua Weist

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.