Our Team

James Gamett, MBA, CFA, CPA

Founder & Partner

Brent Granado, MBA, Esq.

Partner

Matt Kelsay, MBA

Partner

Brent Alvord, MBA

Managing Director

Brianna Boretto, CPA

Principal

Ali Pfitzenmaier

Principal

Kevin Rogers

Director

Natalie Arterburn

Associate

Jasmine Peng, MBA

Associate

Bijan Sagart

Associate

Gabe Willes

Associate

Griffin Garcia

Associate

Riley Stewart

Associate

Amber Andrews

Senior Analyst

Travis Greenwood, CPA

CFO & CCO

Matt Harris

Controller

Logan Gierke

Senior Accountant

Streamlined, sophisticated solutions for
private market liquidity