Team v2 AllExecutivePrivate WealthBusiness ManagementTax ServicesAlternative Investments Lorenzo Esparza Chief Executive OfficerFounding Principal Kate Kurz Chief Administrative Officer Bill Ryan Chief Compliance Officer Benjamin Vega General Counsel Angie Spielman Managing DirectorFinancial Advisor Tyler Robuck Managing DirectorFinancial Advisor Justin McCurdy Executive DirectorFinancial Advisor Rob Wussler Executive DirectorFinancial Advisor Josh Porter Managing Director Venture Capital Adam Norvell Managing DirectorReal Estate Matt Gibbons Managing DirectorPrivate Equity Pat Flynn Managing DirectorLate Stage Venture Elliott Brack Managing DirectorTax Services Will Svitek DirectorReal Estate Acquisitions Bill Cramsie Director Late Stage Venture Henry Chi Director Late Stage Venture Jim McCoy Executive Director Investor Relations – Private Equity Elizabeth Campos Business Manager Business Management Lauren Adovasio Business Manager Business Management Jack Sinoryan Business Manager Business Management Joe Wang Executive DirectorFinancial Advisor Kim Caplan Controller Real Estate Sofia Azizi DirectorLate Stage Venture Kozma Kumani DirectorInvestor Relations – Real Estate DaNeisha Nichols DirectorReal Estate Asset Management Rocio Hernandez Operations Manager Natalie Gustafson Office Manager Devante Wilson Tax Manager Tax Services Kayla Griffin Account Manager Business Management Sonia Hua Regional Director Asset Management Josh McNamara Tax Consultant Josue Imru Account Manager Business Management Catrina Wells Account Manager Business Management Jordan Hutson Client Associate Late Stage Venture Jennifer Escoto Client Associate Private Wealth Chris Wahl Client Associate Private Wealth Julius Von Hanzlik Business Development Business Management Nathan Campos Business Management Assistant Business Management
