Employee Ownership Experts with Real World Experience
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.
Lawrence Kaplan
FOUNDER AND MANAGING PARTNER
Patrick Fallon
COO AND MANAGING DIRECTOR
Steve Berman
MANAGING DIRECTOR
Steven Golden
MANAGING DIRECTOR
Harvey Granat
MANAGING DIRECTOR
Richard Harmon
MANAGING DIRECTOR
Eitan Milstein
MANAGING DIRECTOR
Alex Mumblat
MANAGING DIRECTOR
George Thacker
MANAGING DIRECTOR
Patrick Trask, CPA
MANAGING DIRECTOR
Jordan Burg
CMO
Michael Bannon
VICE PRESIDENT
David Blauzvern
VICE PRESIDENT
Andrew Nikolai, CFA
VICE PRESIDENT
Doron Saraf
VICE PRESIDENT
Meet with our ESOP Advisors
Whether you're considering an ESOP transaction or you need a couple of questions answered, 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.