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Bruce Silver
Managing Director Private Client Services
Alex Tilson
International Business Development
Ryan Jaggers
Managing Director - Head of Insurance Solutions
Andrew Davidoff
Managing Director - Fixed Income Sales
Patrick Finn
Managing Director, Institutional Channel Head
Martin Laguerre
Managing Director, Private Equity Investments
Scott Steiner
Executive Vice President, Managing Director (ICL)
Perry Atkins
Managing Director & Family Wealth Advisor
Toni Koss
Managing Director - Municipal Funds
Steve Chaires
Managing Director, Fixed Income Sales & Trading
Alison Bolton
Managing Director of Artistic Planning
Chris Appler
Senior Managing Director, Regulatory and Compliance
Helen Adamson
Regional Managing Director, Australasia
Nick Pineda
Managing Director, Accounting and Transaction Advisory
Mary Herrmann
Global Managing Director, Executive Coaching
Daniel Yeo
Founder and Managing Director at SFC
Roxy Ryan
Managing Director Hardie Grant Books
Kathleen Flock
Managing Director, Private Client Advisor
Naomi Depina
MD ETF Sales & Trading
John Xiloportas
Managing Director- Jamesons Hornsby & Ryde
Vin Caracciolo
Managing Director of Claims and Coverage Advocacy
Kenjiro Takayanagi
Managing Director, Medical Business Unit
Vincent Picard-Dufresne
Managing Director, Real Estate Group
John Romeo
Managing Director, Head of Equity Division
Levonia Reese
Vice President/Audit Managing Director
Ruben Valverde
Managing Director - Quantitative Risk & Research
Brian Kutsmeda
Managing Director - Investments and Complex Manager
Sarah Nix
Managing Director, Financial Sponsors Group
Steve Lavaeddin
Managing Director - California Group Director
Edward Olender
Managing Director Canadian operations
Full Name | Job Title | Company Name | Phone (Personal) | Phone (Corporate) | Location | Industry | ||
---|---|---|---|---|---|---|---|---|
Bruce Silver
|
Managing Director Private Client Services | Ladenburg Thalmann | ••••••@ladenburg.com Login | — | +•••••••••• Login | New York, United States | financial services | |
Alex Tilson
|
International Business Development | Praemia REIM | ••••••@primonialreim.com Login | — | +•••••••••• Login | United Kingdom | investment management | |
Ryan Jaggers
|
Managing Director - Head of Insurance Solutions | Hamilton Lane | ••••••@hamiltonlane.com Login | — | +•••••••••• Login | Conshohocken, United States | financial services | |
Andrew Davidoff
|
Managing Director - Fixed Income Sales | Academy Securities | ••••••@academysecurities.com Login | — | +•••••••••• Login | Orange, United States | financial services | |
Patrick Finn
|
Managing Director, Institutional Channel Head | VanEck | •••••@vaneck.com Login | — | +•••••••••• Login | Chicago, United States | investment management | |
Martin Laguerre
|
Managing Director, Private Equity Investments | GCM Grosvenor | ••••••@gcmlp.com Login | — | +•••••••••• Login | New York, United States | financial services | |
Scott Steiner
|
Executive Vice President, Managing Director (ICL) | dentsu X | ••••••@dentsu.com Login | — | +•••••••••• Login | New York, United States | marketing & advertising | |
Perry Atkins
|
Managing Director & Family Wealth Advisor | Baird | ••••••@rwbaird.com Login | — | +•••••••••• Login | Seattle, United States | financial services | |
Toni Koss
|
Managing Director - Municipal Funds | CIBC US | ••••••@cibc.com Login | — | +•••••••••• Login | Birmingham, United States | financial services | |
Steve Chaires
|
Managing Director, Fixed Income Sales & Trading | Academy Securities | ••••••@academysecurities.com Login | — | +•••••••••• Login | Chapel Hill, United States | financial services | |
Alison Bolton
|
Managing Director of Artistic Planning | San Diego Symphony | ••••••@sandiegosymphony.org Login | — | +•••••••••• Login | Nashville, United States | performing arts | |
Chris Appler
|
Senior Managing Director, Regulatory and Compliance | IQ-EQ | ••••••@iqeq.com Login | — | +•••••••••• Login | San Francisco, United States | financial services | |
Helen Adamson
|
Regional Managing Director, Australasia | Hatch | ••••••@hatch.com Login | — | +•••••••••• Login | Australia | professional training & coaching | |
Nick Pineda
|
Managing Director, Accounting and Transaction Advisory | CNM LLP | ••••••@cnmllp.com Login | — | +•••••••••• Login | Los Angeles, United States | accounting | |
Mary Herrmann
|
Global Managing Director, Executive Coaching | BRAVANTI | a ZRG company | ••••••@bpi-group.us Login | — | +•••••••••• Login | Chicago, United States | management consulting | |
Daniel Yeo
|
Founder and Managing Director at SFC | SFC | •••@sfbroker.co.uk Login | — | +•••••••••• Login | Cardiff, United Kingdom | financial services | |
Roxy Ryan
|
Managing Director Hardie Grant Books | Hardie Grant Publishing | ••••••@hardiegrant.com Login | — | +•••••••••• Login | Melbourne, Australia | publishing | |
Kathleen Flock
|
Managing Director, Private Client Advisor | Bank of America Private Bank | ••••••@bofa.com Login | — | +•••••••••• Login | New York, United States | financial services | |
Naomi Depina
|
MD ETF Sales & Trading | GTS | ••••••@gtsmischler.com Login | — | +•••••••••• Login | Waltham, United States | capital markets | |
John Xiloportas
|
Managing Director- Jamesons Hornsby & Ryde | Jamesons Strata Management | •••••@jamesons.com.au Login | — | +•••••••••• Login | Sydney, Australia | real estate | |
Vin Caracciolo
|
Managing Director of Claims and Coverage Advocacy | EPIC Insurance Brokers & Consultants | ••••••@epicbrokers.com Login | — | +•••••••••• Login | New York, United States | insurance | |
Kenjiro Takayanagi
|
Managing Director, Medical Business Unit | Shimadzu Europa GmbH | ••••••@shimadzu.eu Login | — | +•••••••••• Login | Duesseldorf, Germany | electrical/electronic manufacturing | |
Vincent Picard-Dufresne
|
Managing Director, Real Estate Group | RBC Capital Markets | ••••••@rbccm.com Login | — | +•••••••••• Login | Montreal, Canada | investment banking | |
John Romeo
|
Managing Director, Head of Equity Division | Industrial and Commercial Bank of China (ICBC) Financial Services LLC | ••••••@icbkfs.com Login | — | +•••••••••• Login | Rockville Centre, United States | financial services | |
Levonia Reese
|
Vice President/Audit Managing Director | Carter, P.C. | ••••••@carter.cpa Login | — | +•••••••••• Login | Mills River, United States | accounting | |
Ruben Valverde
|
Managing Director - Quantitative Risk & Research | Ares Management Corporation | ••••••@aresmgmt.com Login | — | +•••••••••• Login | Los Angeles, United States | financial services | |
Brian Kutsmeda
|
Managing Director - Investments and Complex Manager | Oppenheimer & Co. Inc. | ••••••@opco.com Login | — | +•••••••••• Login | Boca Raton, United States | financial services | |
Sarah Nix
|
Managing Director, Financial Sponsors Group | Truist Wealth | ••••••@truist.com Login | — | — | Atlanta, United States | financial services | |
Steve Lavaeddin
|
Managing Director - California Group Director | Esquire Bank | ••••••@esqbank.com Login | — | +•••••••••• Login | Los Angeles, United States | financial services | |
Edward Olender
|
Managing Director Canadian operations | IPS Group, Inc. | ••••••@ipsgroup.com Login | — | +•••••••••• Login | Candiac, Canada | telecommunications |