Meet our team

Leadership

Jeffrey T. Sprague, CFA

Managing Partner

Electrical Equipment & Multi-Industry

David Sulpizio

Chief Operating Officer & Chief Compliance Officer

William Berman

Head of Institutional Sales

Research

Jeffrey T. Sprague, CFA

Managing Partner

Electrical Equipment & Multi-Industry

Michael S. Dudas, CFA

Engineering & Infrastructure and Metals & Mining

Jeffrey A. Kauffman

Transportation & Logistics

Kevin W. McCarthy, CFA

Robert Stallard

Global Aerospace & Defense

Robert Jamieson

Industrial Technology

Nick Lipinski, CFA

Electrical Equipment & Multi-Industry

Karl Oehlschlaeger

Global Aerospace & Defense

Matthew Hettwer, CFA

Jeremy A Ziobron

Electrical Equipment & Multi-Industry

sales

William Berman

Head of Institutional Sales

Jack Callahan

Industrials and Materials Specialty Sales

Cam Hillstrom, CFA

Industrials and Materials Specialty Sales

William Hennig

Industrials and Materials Specialty Sales

operations & compliance

David Sulpizio

Chief Operating Officer & Chief Compliance Officer

Kyle F. McNee

Business Operations & Compliance

Anna Mistretta

Business Operations Manager

Business Operations