- Ananda Banc
- Coffee Banc
- Dr Tobe Elaine Banc MD
- Seth J. Gersch
Seth J. Gersch Chief Operating Officer Seth joined ThinkEquity Partners LLC as a Senior Managing Director and Chief Operating Officer in February 2004. He has been in management positions in the securities business for over 30 years. Seth recently retired from Banc of America Securities the successor firm to Montgomery Securities, where he served as President and CEO of the Broker Dealer Services division of Banc of America Securities.
- John Abunassar
John G. Abunassar Director, President & Chief Executive Officer John is responsible for overseeing all aspects of Allegiant’s Asset Management businesses. John joined the firm in July 2004 as Executive Vice President and Senior Managing Director of the institutional investment business and was promoted to his current position in December 2005.
- Perry H. Braun
Perry H. Braun is senior vice president, chief investment officer, and head of Run Off Solutions of Wilton Re. Prior to joining Wilton Re, Mr. Braun spent 17 years as an investment banker focused on the insurance industry, most recently as a managing director in the Financial Institutions Investment Banking Group at Banc of America Securities.
- Hunter Ziesing
Hunter Ziesing Hunter Ziesing is Managing Director of Avondale Funds and has primary responsibility for marketing and product development. Hunter founded Conquest Capital Management which later became Avondale Conquest. Prior to that he was a Managing Director at Banc of America Securities where he ran the Capital Markets area of its Prime Brokerage Services, a division that services alternative investment partnerships (hedge funds).
- Cyndi Koester
Cyndi Koester , is the AVP, Regional Account Executive for Southern California. Prior to joining Community Association Banc, Cyndi served as Director of Membership for California Association of Community Managers, Inc. (CACM), where her duties included scheduling and overseeing education and certification programs, membership relationship services, instructor and liaison to the Professional Standards Committee. Cyndi has been involved in the CID industry since 1980.
- Peter A. Roy
Peter A. Roy , CFA Senior Investment Analyst, Small Cap Core Peter performs equity research and is a portfolio manager on Allegiant’s Small Cap Core Equity investment team. He was a member of Allegiant Investment Counselors, Inc. (AIC) and, with the merger of AIC and Allegiant Asset Management on January 1, 2006, retained his former responsibilities.
- Miles Delaney
Miles Delaney , Associate Sohail Shahrasebi, Associate Ayush Singhania, Associate Brian J. Smith, Associate Amy E. Ghisletta, Chief Financial Officer Robert M. Meyer, Vice President of Finance Miles Delaney Associate Mr. Delaney was raised in Northbrook, Illinois. He is a graduate of Boston College (B.A. in Economics and Spanish, Cum Laude, 2002).
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- Hunter Ziesing
Hunter Ziesing Hunter Ziesing is Managing Director of Avondale Funds and has primary responsibility for marketing and product development. Hunter founded Conquest Capital Management which later became Avondale Conquest. Prior to that he was a Managing Director at Banc of America Securities where he ran the Capital Markets area of its Prime Brokerage Services, a division that services alternative investment partnerships (hedge funds).
- Alex Smiley
Alex Smiley Alex Smiley has over 10 years capital markets experience with an extensive background in both the primary and secondary markets. He began his career with Morgan Stanley in New York City working on the Government and Repo desks, and next developed an expertise in financial futures and credit default swaps.
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- Angelo Liberatore
Angelo Liberatore , Analyst, Credit Suisse Angelo Liberatore is an equity research analyst that has been actively covering publicly traded telecommunications infrastructure suppliers for the past seven years, most recently at Credit Suisse First Boston. Prior to joining CSFB, Angelo held similar positions at Goldman Sachs and Banc of America Securities.
- Alan R. Braxton
Mr. Braxton co-founded Presidio Partners in May 2003. Mr. Braxton is responsible for client management, strategy formulation and capital raising activities. Prior to forming Presidio, Mr. Braxton was a Principal in the Real Estate Private Equity Group at Banc of America Securities LLC. His responsibilities included providing investment advisory services, key client management oversight and capital raising.
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- Carter V. Whisnand
Carter V. Whisnand is a Vice President and an Assistant Portfolio Manager of equity and fixed income portfolios. Prior to Silvercrest, Mr. Whisnand managed client relationships and portfolios in the Private Client Groups of Morgan Stanley and Banc of America Securities. Previously, Mr. Whisnand was a senior marketing manager in San Francisco. Mr. Whisnand holds a B.A. in Economics from the University of Virginia and an MBA from The Darden School at the University of Virginia.
- Jack R. Berquist
Mr. Berquist co-founded Presidio Partners in May 2003. Mr. Berquist is responsible for client management, strategy formulation and capital raising activities. Prior to forming Presidio, Mr. Berquist established and managed the Real Estate Private Equity Group at Banc of America Securities LLC.
- Markus Trice
Mr. Trice co-founded Presidio Partners in May 2003. Mr. Trice is responsible for client management, strategy formulation and capital raising activities. Prior to forming Presidio, Mr. Trice served as a Managing Director in the Real Estate Private Equity Group at Banc of America Securities LLC. Mr. Trice's responsibilities included originating, structuring and placing equity capital for the bank's clients.
- Deborah A. Morrin
Deborah Morrin trained at Mayo Clinic as a Registered Dietitian. She practiced clinical nutrition, specializing in diabetes and hypertension management, prior to entering a business career. She was appointed to the professional board of The American Diabetes Association at the age of 25. Ms. Morrin has a reputation as a results-oriented financial executive with the ability to build strong, cohesive teams.
- Scott Ullem
Scott Ullem Scott Ullem , 40, Managing Director, Banc of America Securities, Chicago, IL. Scott Ullem is a Managing Director, Head of Midwest Industrials and Co-Head of Global Automotive at Banc of America Securities. He joined Banc of America in 2005 and provides strategic advice and financing to public and private corporations and private equity sponsors. Previously, Scott was an investment banker for 14 years at Goldman Sachs in New York and Chicago.
- Peter Kurrie
Peter Kurrie Managing Director, Client Service Pete Kurrie Managing Director, Client Service Pete is Managing Director of Client Service and joined the Allegiant Asset Management Company in 2004. His responsibilities include oversight of institutional client administration and custody services for Allegiant Institutional Services. Previously, he was with J.P. Morgan IMC (formerly Banc One Investment Advisors), where he spent fifteen years in its Institutional Asset Management business.
- Christopher J. Crespi
Christopher J. Crespi Christopher Crespi has served as Sirenza's director since January 2006. Christopher Crespi has served as Sirenza's director since January 2006. Since May 2004, Mr. Crespi has served as the co-founder and President of Pacific Realm, LLC, a small investment fund which invests in private growth companies and equity funds.
- Tony Calvacca
Tony Calvacca , CBI is a principal in ProHorizons’ New York and New Jersey sales, mergers, and acquisitions consulting group. Tony has over 25 years of experience in sales, marketing, and management. Prior to entering the business brokerage profession, he served as Assistant Vice President in the Employee Benefits Division of Banc of America Corporate Insurance Agency, LLC a subsidiary of Bank of America.
- Jonathan R. Lance
Jonathan R. Lance - Co-Founder & Managing Partner Mr. Lance is the Managing Partner and Co-Founder of Lance Partners LLC. He has over eighteen years of experience in deal structuring, acquisition financing, leveraged lending, work-outs, derivatives and capital markets both in the United States and Europe with First Chicago (now JPMorgan Chase), Merrill Lynch and Banc of America Securities.
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- Rob Flatley
Rob Flatley Managing Director, Electronic Trading Services, Banc of America Securities Rob Flatley is a managing director at Banc of America Securities, where he oversees all business development of the Electronic Trading Services (ETS) group. Flatley is in charge of ETS Sales, Marketing, Support, Operations and Strategic Alliances. He is based in New York. Flatley joined the company in February 2004.
- Donny Harrison
Donny Harrison Donny joined Capital Investors in October of 2002 and is responsible for BACI's business development efforts, as well as the group's relationships with its advisory and financing partners. He joined Capital Investors from Banc of America Securities (BAS), where he had been responsible for client coverage of several key relationships within the BAS Financial Sponsor Group.
- George Morgan
George joined Capital Investors in 1998 from Banc of America Securities, where he had been responsible for mergers and acquisitions in the media and telecommunications industry group. He focuses his investment activities on growth and buyout financings in the media, communication services and information technology industries. George serves on the board of directors of Cavalier Telephone Corporation, Integra Telecom, Inc., Lengendary Pictures, LLC, and the ServiceMaster Company.
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- Banc Sabadell
Banc Sabadell Narcís Serra President
- Peter R. Smollett
Peter R. Smollett , Vice President Commercial Lending , joined HIFS in 1993. His responsibilities include developing commercial real estate loan products to serve the communities of Eastern Massachusetts. He began his banking career with Braintree Savings Bank in 1970 and has been affiliated as a lender with BayBanks, US Trust, Bank of New England and Banc One.
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- Julie Banc
- Ioana Banc
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