Our Team

Executive Leadership

Chase Robertson

Chase Robertson

Managing Partner
Sonia Joao

Sonia Joao

Managing Partner

Investment Banking & Asset Management

John Nghiem

John Nghiem

Global Head, Investment Banking

Charles Sizemore

Charles Sizemore

Global Head, Equities

Fred Mecklenburg

Fred Mecklenburg

Global Head, Fixed Income

Tom Guidish

Tom Guidish

Executive Vice President, Natural Resources

Holt Johnson

Holt Johnson

Associate, Investment Banking

Private Wealth Management

Jaie Locke

Jaie Locke

Managing Director, Financial Advisor

John Langston

John Langston

Managing Director, Financial Advisor

RK

Robert Kasten

Managing Director, Financial Advisor

DT

Dawn Trammell

Managing Director, Financial Advisor

Daniel Debarros

Daniel Debarros

Vice President, Client Development

Operations & Client Service

Robert Moreiro

Robert Moreiro

Chief Compliance Officer

Rhonda Shuman

Rhonda Shuman

Managing Director, Operations & Client Service

OM

Oksana Mecklenburg

Vice President, Operations & Client Service

CD

Carol Dellinger

Vice President, Operations & Client Service

OE

Olivia Eixman

Associate, Operations & Client Service

Yasmin Elizondo

Yasmin Elizondo

Associate, Operations & Client Service