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Our team is uniquely comprised of senior level professionals with decades of experience delivering tangible results. Our unique understanding of capital markets dynamics is based on diverse perspectives ranging from institutional sales to investment banking to brand marketing to corporate governance advisory.

Every client deserves senior level attention

Senior Team

Simon
RoseChief Executive Officer

Robert
BrinbergPresident

Robert
TreuholdPartner

Blair
MutschlerManaging Director

Peter
SmithManaging Director

Robert
MeyersManaging Director

Thomas
DriscollManaging Director

Bridget
GeorgeManaging Director

Scott
GrossmanDirector

Advisors

Hayes
RothSenior Brand Strategist

Rome
ArnoldSenior Advisor, Energy

Tanya
Levy-OdomSenior Advisor

Andrew
HorrocksSenior Advisor, Transportation

Robert
Evans IIISenior Advisor