Meet Our Senior Leadership Team

Seasoned professionals with a depth of expertise across a number of industries

*Ed O’Brien

Founder / CEO

A leading ESOP advisor in the country. Expertise across many different industries including in food & beverage, construction, government contractors, manufacturing, and distribution.

Maria Pencheva

Head of M&A Group and Analytics

Distinguished M&A and ESOP advisor. Managing Director at an affiliated company. Board member of Counseling In Schools, Inc. and Mount Holyoke Club of NYC.

Gary Lisota

Head of Government Contractor Group

CEO of Valkyrie Enterprises, Inc., a government contractor that provides services to the U.S. Navy, Department of Defense, and commercial clients. Sold a majority interest to an ESOP in 2018.

Antony Gironta

Head of Construction Group

Founded / Co-founded a number of successful businesses, including Pinnacle Electric.

Tomer Segev

Analyst

Tomer led the execution process of many ESOP transactions from initial transaction evaluation through transaction closing.

Pete Harnisch: Firm Ambassador

Pete enjoyed a very successful Major League Baseball career spanning 14 seasons playing for the Mets, Astros, Reds, Brewers and Rockies. He's was an All-Star, first-round draft pick and a clubhouse leader. Pete is an avid golfer and available for client golf outings

*Registered representative