Our People

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Responsive, Accomplished, Resourceful

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Greg Parsons
Chairman and Managing Partner

  • More than 19 years professional experience – Semper Capital Management, CP Capital Partners, LP.,
    McKinsey & Company
  • Captain and Infantry Officer, United States Marine Corps
  • AB, Princeton University

Phyllis Hollis

Phyllis Hollis
President/Chief Executive Officer

  • More than 20 years professional experience – Salomon Brothers, Bear Stearns, Utendahl Capital Partners, M.R. Beal & Co., Drexel Hamilton, LLC
  • BA, San Jose State University

Shanker Merchant

Shanker Merchant
Managing Director, Corporate & Financial Advisory Services

  • More than 30 years experience − Wells Fargo Securities, Prudential Securities, Citigroup, CastleOak Securities
  • MBA, Columbia University; PhD, City University of New York; PhD, New York University

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Stuart Patterson
Sr. Managing Director, Fund Distribution

  • More than 25 years professional experience – CDK Financial Services, NASDAQ, Bank of America Specialists, Guy Carpenter & Co.
  • BA, City of London Polytechnic (with honors)

Stephen Burke

Stephen Burke
Sr. Managing Director, Fund Distribution

  • More than 19 years professional experience – Semper Capital Management, CDK Group, Dunbar Capital, Carson Group, Morgan Stanley
  • BA, Princeton University

 

 

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