Our Team

James Gamett, MBA, CFA, CPA

Founder & Partner

Matt Kelsay, MBA

Partner

Brent Granado, MBA, Esq.

Partner

Travis Greenwood, CPA

CFO & CCO

Brent Alvord, MBA

Managing Director

Kellen Haines, MBA

Managing Director

Brianna Boretto, CPA

Principal

Natalie Arterburn

Associate

Jasmine Peng, MBA

Associate

Gabe Willes

Associate

Ethan Thompson, MBA, JD

Vice President

Kevin Rogers

Director

Kassy Shiotani Haleen

Director

Griffin Garcia

Associate

Riley Stewart

Associate

Nicolas Forno

Associate

Amber Andrews

Senior Analyst

Sean Yukawa

Analyst

Matt Harris

Controller

Logan Gierke

Senior Accountant

LeAnn Lewis

Executive Assistant

Streamlined, sophisticated solutions for
private market liquidity