Our Team

Our clients often require an objective perspective, which our professionals routinely present to senior executives, boards, and legal and regulatory authorities. Our team members have extensive experience and business knowledge. They utilize their practical experience while advising clients on how they should look at their important issues. Our clients count on our expertise and ability and find great value in our opinions. Committed to providing superior client service, our professionals respond quickly and strive to exceed expectations.

Partners

Andy Smith, CPA/ABV
Andy Smith, CPA/ABV
President / Co-Founder
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William Butrym
William Butrym
Chief Executive Officer / Co-Founder
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Jules Pomerantz, CPA
Jules Pomerantz, CPA
Chief Financial Officer / Co-Founder
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Operations

Jean Alvarez
Jean Alvarez
Chief Operating Officer
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Alex Pomerantz
Alex Pomerantz
Director, People Operations
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Valuation & Financial Advisory Group

Grant Casteel, CFA
Grant Casteel, CFA
Managing Director & Practice Head
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Casey Conrad-Davis, CFA
Casey Conrad-Davis, CFA
Senior Vice President
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Paul Clark, CFA
Paul Clark, CFA
Senior Advisor - Valuation
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Amanda Nunley
Amanda Nunley
Vice President
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Michael Moscarelli
Michael Moscarelli
Senior Associate
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Ethan Lentz
Ethan Lentz
Associate
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Ted Frecka, CFA, CVA
Ted Frecka, CFA, CVA
Managing Director
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Nancy Shao
Nancy Shao
Senior Vice President
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Bruce Lohman
Bruce Lohman
Senior Advisor - Valuation
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Daniel Sill
Daniel Sill
Vice President
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Stone Agren
Stone Agren
Associate
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Noah Skrudland
Noah Skrudland
Associate
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Joe Brennan, CPA
Joe Brennan, CPA
Senior Vice President
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Madeline Sniezek
Madeline Sniezek
Senior Vice President
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Richard Bernard
Richard Bernard
Vice President
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Ryan Martindell
Ryan Martindell
Senior Associate
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Daniel Gordon
Daniel Gordon
Associate
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Investment Banking Group

Frank Martinez
Frank Martinez
Vice President
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Sam Chaffee
Sam Chaffee
Senior Associate
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Mark Eaton
Mark Eaton
Associate
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Jacques Zureikat
Jacques Zureikat
Vice President
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Connor Fabian
Connor Fabian
Senior Associate
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Ian Dorman
Ian Dorman
Analyst
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Joe Lunkes, CPA
Joe Lunkes, CPA
Senior Advisor - Investment Banking
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Jake Kimpler
Jake Kimpler
Senior Associate
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Maxwell Monachino
Maxwell Monachino
Analyst
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Business Development Group

Michael Norton
Michael Norton
Director l Business Development
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Monica Blocker
Monica Blocker
Director l Business Development
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