Analysts

Jeff Casey
Sr. Director, Analyst

Banking

Darrin Courtney
VP, Analyst

Investment Services

Vittorio D'Orazio
VP, Analyst

Banking

Peter Delano
Managing Vice President

Financial Services

Don Free
VP, Analyst

Banking

Sham Gill
VP, Analyst

Insurance

Kimberly Harris-Ferrante
Distinguished VP, Analyst

Insurance

James Ingham
Sr. Director, Analyst

Insurance

Jason Malo
Director, Analyst

Banking

Ali Merji
Sr. Director, Analyst

Investment Services

Rajesh Narayan
Sr. Director, Analyst

Insurance

Richard Natale
Sr. Director, Analyst

Insurance

Alistair Newton
VP, Analyst

Banking

Pete Redshaw
Practice Vice President

Financial Services

Moutusi Sau
VP, Analyst

Banking

Laurie Shotton
VP, Analyst

Insurance

Christophe Uzureau
VP, Analyst

Banking

Advisors

Paul Dennis
VP, Team Manager

Wealth Management, Brokerage, Investments

Derek Frost
VP, Advisory

Retail Banking, Small Business Banking

Michael Horney
Principal, Advisory

Retail Banking, Financial Services Operations

Micah Margolis
Director, Advisory

Retail Banking

Sophia Palmstedt
Sr. Principal, Advisory

Wealth Management, Commercial Banking, Financial Services Operations, Retail Banking

Ben Seesel
VP, Advisory

Commercial Banking, Treasury Management

Jasleen Kaur Sindhu
Sr. Director, Advisory

Retail Banking, Financial Services Operations

Chuck Thomas
Sr. Director, Advisory

Wealth Management, Investment Management, Retail Banking, Commercial Banking

Sumayya Ulukan headshot

Sumayya Ulukan
Managing VP, Global Head of Advisory

Retail and Commercial Banking

Gladys Yeo headshot

Gladys Yeo
Sr. Principal, Advisory

Wealth Management, Financial Services Operations, Retail Banking, Commercial Banking

Kyle Owen
Sr. Specialist, Advisory