Welcome, New Members!

Tony Alessandra

Acrisure, LLC

talessandra@acrisure.com

Gary Chen

Procopio

gary.chen@procopio.com

Andrew Forgy

Latham & Watkins LLP

andrew.forgy@lw.com

Sandra Hernandez

Endeavor Bank

sandrahernandez4226@gmail.com

Alexander Kassouf

Beacon Pointe Advisors

akassouf@beaconpointe.com

Ryan May

CB Capital Partners

ryan.n.may50@outlook.com

Chris Root

Brightstar Capital Partners

croot@brightstarcp.com

Jason Smallwood

Customers Bank

jsmallwood@customersbank.com

Neal Baldon

Sunwest Bank

nbaldon@sunwestbank.com

Branden Chhuor

Compass

branden.c@compass.com

Andres Guzman

Legacy Wealth Investment Counsel

andres.guzman@legacywealthic.com

Jake Ison

Compsure Insurance Solutions

jake.i@compsure.net

Justen Lee

Alliance Funding Group

Andrew Paynter

UBS Financial Services Inc

Matthew Schultz

William Blair & Company

matt@matthewjschultz.com

Bill Tabino

Nostra Group

bill@nostragroup.com

Ali Bhola

alibhola.cfo@gmail.com

William Duggan

First National Capital Corporation

wduggan@firstncc.com

Mark Hayakawa

Search 4 Integrity LLC

mark@search4integrity.com

Jovan Jeremic

Talas Partners LLC

jovan@talasp.com

Rob Lewis

Wingspire Equipment Finance LLC

rlewis@wingspirecapital.com

Margaux Reaume

Argaux

margaux@argaux.com

Nathan Semper

Wingspire Equipment Finance LLC

nsemper@wingspirecapital.com

Jun 09 2026