Meet the team

Rich Stovsky Shawn Panson
Private Company Services Leader
Don WenDon Wen
Private Company Services, Operations Leader

David ZimmermanDavid Zimmerman
Private Company Services Sales & Business Development Leader
Brittney SaksBrittney Saks
Personal Financial Services Leader

Tyson CornellTyson Cornell
Private Company Services, Advisory Leader
Rich PocciaRich Poccia
Private Company Services, NY Metro Regional Leader

Jeff AbleJeff Able
Private Company Services, East Region Leader
Ellen ValdeEllen Valde
Private Company Services, Midwest Region Leader

Chip LightfootChip Lightfoot
Private Company Services, West Region Leader
John PothJohn Poth
Private Company Services, Quality & Risk Management Leader

Chris MonteleoneChris Monteleone
Private Company Services, Inbound Leader
Jay MattieJay Mattie
Private Company Services, US Clients Leader

Scott TorganScott Torgan
Private Company Services, Diversity Leader
David GaulinDavid Gaulin
Law Firm Services, Leader

Ken EschKen Esch
Private Company Services, Trendsetter Barometer Leader