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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
MutschlerPartner

Peter
SmithManaging Director

Brian
SmithManaging Director

Lori
WassermanManaging Director

Jim
DurranManaging Director, Canadian Investor Relations Advisor

Simon
WillcocksManaging Director

Shawna
GiustManaging Director

Tara
MillerManaging Director

Kelleigh
FaldiManaging Director

Douglas
CooperManaging Director

James
LavertyManaging Director

Scott
GrossmanManaging Director

Gary
FarberDirector

Alyse
SalibaVice President

Advisors

Laura
Dempsey BrownSenior Advisor

Alon
ZieveSenior Advisor

Rome
ArnoldSenior Advisor, Energy

Hayes
RothSenior Brand Strategist

Tanya
Levy-OdomSenior Advisor

Andrew
HorrocksSenior Advisor, Transportation

Robert
Evans IIISenior Advisor