Our Team

Meet Our Firm

We are experts at investing in and supporting exceptional wealth advisory firms.

John W. Copeland

Managing Partner, Founding Partner

Rich P. Gill

Founding Partner

Sean P. Bresnan

Founding Partner

Allison B. Sempier

Senior Partner

Paul S. Lawler

General Counsel

Colin L. McKee

Associate General Counsel

Andrew S. Goldman

Associate General Counsel

Nicholas M. Trepp

Principal

Daniel W. Stanton

Principal

Mac J. Selverian

Principal

J. Brett Dewing

Director of Finance

Casey A. Wilson

Director of Integration

Jillian R. Rom

Director

Sean R. McAloon

Senior Associate

Shannon R. Westhead

Senior Associate

Parker D. Holbrook

Senior Associate

Madison K. Snider

Senior Associate

Peter D. Wheatley

Senior Associate

John P. Jacob

Associate

Nicole D. Jacubovics

Associate

Rocco J. Sutherland

Associate

Kevin W. Carter

Associate

Michelle N. Tierney

Associate

Luis O. Cardona

Senior Financial Analyst

Katie L. Copeland

Associate

Julie D. Katzenberg

Executive Assistant

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