Responsive, Accomplished, Resourceful

Greg Parsons
Chairman and Chief Executive Officer

  • More than 20 years professional experience – Semper Capital Management, CP Capital Partners, LP., McKinsey & Company
  • Captain and Infantry Officer, United States Marine Corps
  • AB, Princeton University

Stuart Patterson
Senior Managing Director

  • More than 30 years professional experience – CDK Financial Services, NASDAQ, Bank of America Specialists, Guy Carpenter & Co.
  • BA (Hons), City of London Polytechnic

Stephen Burke
Senior Managing Director

  • More than 20 years professional experience – Semper Capital Management, CDK Group, Dunbar Capital, Carson Group, Morgan Stanley
  • AB, Princeton University

Thomas J. Donnelly
Senior Managing Director

  • More than 22 years professional experience – Amundi Pioneer Asset Management, Brookfield Asset Management, Trust Company of the West, ING Furman Selz, Bear Stearns & Co., Inc.
  • BA, Economics Iona College, NASD Series 7, 66 & AIF

Patrick Chambers
Vice President

  • More than 3 years professional experience – CAVU Securities LLC
  • LL.B. University of Leeds, NASD Series 7 & 66

Brendan Keever
Associate

  • BBA Finance, Baruch College, Minors in Macroeconomics and Computer Applications
  • NASD Series 7 & 66

Karin Sheehy
Director

  • More than 25 years professional experience – FS2 Capital Partners, the Lightstone Group, Goldis-Pittsburgh Institutional, Adler Coleman
  • Member New York Stock Exchange, Member American Stock Exchange, NASD Series 7, 63 and 24
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