OUR TEAM

Leaders & Associates

Our Leaders & Associates

Our team has over 100 years of collective buy-side, sell-side, investment banking, finance and IR consulting experience. Our deep Wall Street knowledge and financial experience is what separates us from PR firms and large multi-practice agencies, and it’s why we are true specialists in our field. Since 2012, our team’s prior backgrounds have included:

  • Ashton Partners
  • Alex Brown
  • Ameriprise Financial Services
  • Arthur J. Gallagher & Co.
  • Ascentium Capital
  • Balyasny Asset Management
  • Bear, Stearns, & Co.
  • B of A Merrill Lynch
  • Blackrock
  • BMO Global Asset Mgt.
  • Calamos Investments
  • Citicorp Securities
  • Copia Capital
  • Credit Suisse First Boston
  • FTI Consulting
  • The Hartford Financial
  • Janney Montgomery Scott
  • John Hancock Funds
  • J.P. Morgan
  • Lehman Brothers
  • Manulife Financial
  • Mercer
  • Mesirow Advanced Strategies
  • Pecunia Investment Fund S.A.C.
  • PricewaterhouseCoopers
  • Prudential
  • R.W. Baird
  • Santander Securities
  • Seaport Global Securities
  • SLS Capital Advisors
  • UBS O’Connor
  • William Blair & Company
  • Zesiger Capital Group
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Chris Hodges

CEO & Founder, Chicago

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Mike Cummings

Partner & President, Boston

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Bobby Winters

SMD & GM, New York

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Jackie Marcus

Managing Director, Boston

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Ross Collins

Managing Director, Chicago

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Lisa Fortuna

Managing Director, Chicago

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Joe Caminiti

CFA & Vice President, Chicago

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Ryan Coleman

Associate Vice President, Chicago

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David Freund

Senior Analyst, Chicago

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Will Stack

Senior Research Analyst, Chicago

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Stephen Poe

Senior Analyst, Chicago

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Wyatt Turk

Senior Analyst, Chicago

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Ashley Gruenberg

Senior Analyst, Chicago

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Michael Dwyer

Analyst, Boston

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Joshua Carroll

Analyst, Boston

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Samuel Cohen

Analyst, Boston

Our leaders and associates are supported by a research team and support staff of highly trained professionals.