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2019 - Dallas, Tx 2019 - DALLAS, TX First Name Last Name Title Company Name Category City Richard Bollinger Vice President, Originations 36th Street Capital LENDER San Diego Patrick Gimlett Managing Director AB Private Credit Investors LENDER Houston Eric Petersen Senior Vice President Abacus Finance LENDER New York Christopher Lisle Managing Partner Acclaro Growth Partners, LLC ADVISOR leesburg Lilies Lanway Senior Vice President Accord Financial, Inc. LENDER St. Petersburg Sara Singer Chapter Executive ACG Central Texas EXECUTIVE DIRECTOR Austin Kim Hammond CEO ACG Chicago ACG STAFF Chicago Kris Mayo Convention and Events Manager ACG Chicago ACG STAFF Chicago Marcie Taylor Director ACG Cincinnati EXECUTIVE DIRECTOR Cincinnati John O'Loughlin President & CEO ACG Corporate OTHER Chicago Leslie Whittet Vice President - Chapter Operations ACG Corporate OTHER Chicago Kristi Roberts Administration ACG Dallas / Ft. Worth ACG STAFF Dallas Brittany Timmerman Executive Director ACG Dallas / Ft. Worth EXECUTIVE DIRECTOR Dallas Morgan Stone Executive Director ACG Houston EXECUTIVE DIRECTOR Houston Marc Wilkins Administration ACG Houston /Assoc. Mgmt. Consultants, LLC ACG STAFF Houston Dale Wilkins Administration ACG Houston /Assoc. Mgmt. Consultants, LLC ACG STAFF Houston Yu-chi Wang ACG Intern ACG STAFF Dallas Katie Newland Executive Director ACG National Capital EXECUTIVE DIRECTOR McLean Robert Blumenfeld exec Director ACG New York EXECUTIVE DIRECTOR New York Stephanie McAlaine Executive Director ACG Philadelphia EXECUTIVE DIRECTOR Wayne Sherry Smith Chapter Executive ACG Tampa Bay ACG STAFF Tampa Mike Fenton President & CEO ACG Toronto OTHER Toronto Nick Anacreonte CEO/CIO AFO Capital LENDER Dallas Mark Hull Director - Acquisitions AIC Ventures PRIVATE EQUITY Austin Jim Bland Managing Director Akoya Capital Partners LLC PRIVATE EQUITY Chicago Dan Bertram VP Business Development Alaris Royalty Corp PRIVATE EQUITY Calgary Eric Banduch Senior Associate Alera Group ADVISOR Pflugerville Joey Eichmann Senior Associate Alera Group ADVISOR Dallas Matt Iodice Vice President Align Capital Partners PRIVATE EQUITY Dallas Jack Parks Vice President Align Capital Partners PRIVATE EQUITY Dallas Shane Mahmood Vice President Allegiance Capital Corporation INVESTMENT BANKER Dallas Connie Mahmood Co-founder/Chairperson Allegiance Capital Corporation INVESTMENT BANKER Dallas Nancy Wilson Business Development Officer Allegiance Capital Corporation INVESTMENT BANKER Dallas Jason Scott Director Alliant INVESTMENT BANKER Dallas Ajeet Gautam Investing Professional Alpine Investors PRIVATE EQUITY San Francisco Austin King Investment Professional Alpine Investors PRIVATE EQUITY San Francisco Lewis Chan EVP & Managing Partner Alterna Capital Solutions, LLC LENDER Alpharetta Chad Hufsey Alturus Strategic Capital Partners FAMILY OFFICE Dallas Brook Smith Managing Director Ancor Capital Partners PRIVATE EQUITY Southlake Himanshu Anand Founder and CEO Anplify Services (M&A Research) CORPORATE Tampa Andrew Mabey Vice President Apex Leaders ADVISOR Glen Ridge Olivia Weitz Lead Generation Associate Apex Leaders OTHER Boise Samuel Eady Business Development Apex Leaders, LLC INVESTMENT BANKER New York Adam Tauzel Principal Appian Way Capital Partners CORPORATE Dallas David McGuire V.P. Business Development Arcosa, Inc. CORPORATE Dallas Brendan Achariyakosol Director Ardenton Capital PRIVATE EQUITY Dallas Philip Lea Vice President of Business Development Ardenton Capital Corporation PRIVATE EQUITY Dallas Cale Schulz Arizona State University VOLUNTEER Dallas Jared Selewski Arthur J. Gallagher VOLUNTEER Dallas James Lynch Senior Analyst Ashland Capital Partners FAMILY OFFICE Chicago Daniel Newland AT&T Dallas Christian Remmel Vice President ATERIAN INVESTMENT PARTNERS PRIVATE EQUITY New York Brian Sutton CEO Austin Freight Systems, Inc. OTHER Austin Lisa Sutton Consultant Austin Freight Systems, Inc. OTHER Curtis Chu Associate Auxo Investment Partners PRIVATE EQUITY Grand Rapids Akeel Rangwala Vice President AVALT FAMILY OFFICE Boston Trevor Schueren Business Development Associate Axial ADVISOR New York Joseph Nardini Sr Managing Director B. Riley FBR INVESTMENT BANKER Arlington Wilhem Enthoven Managing Director B. Riley FBR INVESTMENT BANKER New York Jess Bailey Managing Attorney Bailey Law Firm PLLC ATTORNEY Lenin Ruiz Vice President Bainbridge Capital Inc. INVESTMENT BANKER San Diego Thomas Walker Managing Director Baker Tilly Capital, LLC” INVESTMENT BANKER Chicago Michael Perrine Managing Director Baker Tilly Capital, LLC” INVESTMENT BANKER Austin Bill Chapman Managing Director Baker Tilly Capital, LLC” INVESTMENT BANKER Chicago Tim Meyers Senior Advisor Baker Tilly Virchow Krause, LLP ADVISOR Tysons Corner Nadeem Sheikh Director - Business Development Baker Tilly Virchow Krause, LLP ADVISOR Houston Evan Tierce Managing Director – Houston Practice Growth Baker Tilly Virchow Krause, LLP ADVISOR Houston Alex Bues Vice President Balance Point Capital PRIVATE EQUITY Westport Donald Parker Senior Vice President Bank of America Business Capital LENDER Houston Mark Champion Bank of America Business Capital LENDER Dallas Chie Nicholson Managing Partner Bannockburn Global Forex ADVISOR Chicago Joe Areddy Sr. Managing Partner Bannockburn Global Forex ADVISOR Cincinnati Jenni Tauzel Attorney Barnes and Thornburg LLP ATTORNEY Dallas Daniel Voigt Baylor VOLUNTEER Dallas Brianna Letzelter Director of Investor Relations Baymark Partners PRIVATE EQUITY Dallas Andy Waltman Director Baymark Partners PRIVATE EQUITY Dallas Douglas Lies Senior Vice President BBVA Compass LENDER Dallas Jason Nichols ABL Business Development Officer BBVA Compass LENDER Dallas Kenny Moore Executive Vice President BBVA Sponsor Coverage LENDER Dallas Janet Petersen Assistant Vice President BBVA Sponsor Coverage LENDER Dallas Katie Smith Assistant Vice President BBVA Sponsor Coverage LENDER Dallas Tony Enlow Transaction Advisory Services Partner BDO USA, LLP ACCOUNTANT Dallas Shaun Buckley Transaction Advisory Services Partner BDO USA, LLP ACCOUNTANT Dallas Brad Goonan Tax Office Managing Partner BDO USA, LLP ACCOUNTANT Ft. Worth Scott Hendon National Private Equity Industry Group Leader BDO USA, LLP ACCOUNTANT Dallas Kevin Sendlenski BDO Capital Advisors, LLC BDO USA, LLP ACCOUNTANT Boston Bryan Fischer Director, Private Equity Services BDO USA, LLP ACCOUNTANT Plano Stephen Stagg Beach Community Bank LENDER Tampa Paul Barrett Managing Director BelHealth Investment Partners PRIVATE EQUITY New York Cameron Weiner Business Development Associate BelHealth Investment Partners PRIVATE EQUITY New York Tim Serritella Managing Director Belvidere Capital LLC LENDER Bensenville Kendall Stafford Managing Director Benchmark International INVESTMENT BANKER Austin Kenneth Winslow President Benefit Capital SouthWest, Inc. ADVISOR Dallas Kenneth McDonald Principal - Senior Investment Advisor Group Bernstein Global Wealth Management ADVISOR Dallas Michelle Chao Vice President Bertram Capital PRIVATE EQUITY San Mateo Chip Scoggins SVP, Southwest Regional Sales Manager Bibby Financial Services LENDER Dallas Eric Mondloch Vice President Bibby Financial Services LENDER Houston August Anderson Biz Com Associates Dallas Kenneth Hirsch Managing Director BKD Corporate Finance INVESTMENT BANKER Dallas Matt Klauser Director BKD, LLP ACCOUNTANT Dallas Will Mackvick Vice Preident BlackArch Partners INVESTMENT BANKER Charlotte Chris Basquill Associate BlackArch Partners INVESTMENT BANKER Charlotte Harold Kessler Managing Director BlackBriar Advisors LLC ADVISOR Dallas Gerald Odwyer Managing Director Blackmore Partners, Inc. INVESTMENT BANKER Chicago Megan Kneipp Head of Business Development Blue Point Capital Partners PRIVATE EQUITY Dallas Peter Huff Founder Blue Sage Capital PRIVATE EQUITY Austin Erica Holland Vice President Blue Sage Capital PRIVATE EQUITY Austin Jim McBride Founder Blue Sage Capital PRIVATE EQUITY Austin Eric Weiner Partner Blue Sage Capital PRIVATE EQUITY Austin Albert Alexander Vice President Bluehenge Capital Partners PRIVATE EQUITY New Orleans William Moran Managing Partner Bluejack Partners ADVISOR Houston Mark Gonzalez Managing Partner Bluejack Partners PRIVATE EQUITY Houston Tim Ludwick Vice President BMO Capital Markets INVESTMENT BANKER Atlanta Mike Ehlert Managing Director BMO Harris Bank LENDER Dallas Charlie Cunningham Director BMO Harris Bank LENDER Dallas Brian Boczkowski Managing Director BMO Sponsor Finance LENDER Chicago Zachary Duloc Director BMO Sponsor Finance LENDER Chicago Shei Unger director BNY Mellon ADVISOR Dallas Kathleen McQuiston Vice President BOK Financial ADVISOR Dallas Biddel Tekeste Relationship Manager BOK Financial OTHER Dallas Jason Almiro Vice President BOK Financial LENDER Dallas Erin Fitzpatrick Vice President BOK Financial OTHER Dallas Mary Jo Wagner Vice President BOK Financial OTHER Houston Brian Alas Director Boxwood Partners INVESTMENT BANKER Richmond J. Patrick GALLEHER Managing Partner Boxwood Partners INVESTMENT BANKER Richmond Renny Sie VP Business Development & Investor Relations Boyne Capital Partners PRIVATE EQUITY Miami John Castle Managing Partner Branford Castle Partners, LP PRIVATE EQUITY New York David Castle Managing Partner Branford Castle Partners, LP PRIVATE EQUITY New York David Carter Vice President Breck Partners PRIVATE EQUITY Frisco Jacob Davis Business Development Manager Bridgepoint Consulting ADVISOR Dallas Trent Turner Director, Financial Operations Consulting Bridgepoint Consulting ADVISOR Round Rock Leslie Thompson Business Development Manager Bridgepoint Consulting
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