OUR TEAM

MEET OUR BANKERS

We’re more than just a team—we’re family. Driven, competitive, and fully dedicated, we put our clients first and push ourselves to achieve the best possible results.

Joe Boulay
Joe Boulay
Analyst
Dee Collins
Dee Collins
Director of Marketing
Abby Davis
Abby Davis
Associate
Michelle Fulmer
Michelle Fulmer
Director of Executive Operations
Garrett Gamez
Garrett Gamez
Senior Analyst
Chad Gardiner
Chad Gardiner
Managing Director
Sam Gemar
Sam Gemar
Accounting & Finance
Gary Grote
Gary Grote
Managing Director
Mark Jones-Pritchard
Mark Jones-Pritchard
Managing Director
Kate Loughran
Kate Loughran
Managing Director
Subhash Marineni
Subhash Marineni
Managing Director
Marisa Mammano
Marisa Mammano
Senior Administrative Assistant
Wm “Lee” Merritt
Wm “Lee” Merritt
General Counsel
Matt Plooster
Matt Plooster
Founder & CEO
Natasha Plooster
Natasha Plooster
Chief Operating Officer
Alex Reiss
Alex Reiss
Director
Robert Schmidt
Robert Schmidt
Managing Director
Alex Spanel
Alex Spanel
Vice President
Steven Townsend
Steven Townsend
Vice President
Bryan Wallace
Bryan Wallace
Managing Director
Perry Worden
Perry Worden
Associate
Mike Anderson
Mike Anderson
Managing Director, Emeritus