Leadership
Founder, Managing Partner
John Garcia
Strategy, Driving Engagement Deliverables
Founder, Senior Partner
Damian Kassab
Strategy and Compliance
Senior Partner
Ajoy Sharma
Financial Strategy, Analytics, Turnarounds
Senior Partner
Dan Fiebelkorn
Financial and Tax Services
Senior Partner
Cliff Vallier
Financial Strategy, Analytics, Turnarounds
Senior Partner
Sara Blackmer
Corporate Strategy, Customer Engagement, Business Development, Ops Execution
Senior Partner, CFO
Greg Khachatrian
Financial Strategy, Analytics, Turnarounds
Senior Partner
Michael McClear
Strategy and Driving Operational Deliverables
Senior Partner
Robert Verdun
Strategy, Driving Engagement Deliverables
Senior Partner, General Counsel
Dave Mitchell
Business Law and Compliance
Senior Partner
Chris Van Dusen
Marketing & Sales, Private Equity and Corporate Strategy
Solyco Wealth
Managing Partner, Solyco Wealth
Vito Gioia
Wealth Management, Business Succession & Exit Planning, Philanthropy, Strategy
President, Solyco Wealth
Curtis Trimble
Investment Management
Directors
Director of Strategic Alliances and Special Projects
Natalie Alvarez
Director of Tax and Financial Services
Kelsey Boussie
Director of Investor Relations
Elyse Friedman
Director of Finance and Accounting
Anna Herbert
Director of Compliance and Financial Operations
Kim Keeling
Director of Capital Procurement
JP Norkus
Team
Project Specialist
Ashley Blackmer
Compliance Specialist
Jean Brunson
Project Manager
Rebecca Carlson
FP&A Associate
Jacob Christiansen
Staff Accountant
Kelly Daniels
Project Manager
Kelsey Dziokonski
Project Manager
Jennifer Funni
Associate
Madison Gavulic
Staff Accountant
Nicholas Glazier
Executive Assistant
Alexis Koehl
Project Specialist
Maria Palma Hu
Executive Assistant
Chelsea Plamp
Commercial Real Estate Group
Scott LaFond
Finance Manager
Emily Manolis
Human Resources
Denise McKewan
Venture Capital Analyst
Arjun Raina
Accounting Intern
Zach Robertson
Accounting Manager
Octavian (Paul) Simescu
