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Capabilities
INDUSTRIES
Commercial, Industrial and Services
Consumer
Depository Institutions
Insurance
Private Equity
Health Care
Real Estate
Technology
SERVICES
Mergers and Acquisitions
Special Situations
Capital Raising
ESOPs – Employee Stock Ownership Plans
Capital Markets
Strategic Consulting
VIEW OUR INDUSTRY REPORTS
Professionals
Transactions
Industry Reports
News
Our Companies
About Us
Careers
Contact Us
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Managing Directors
Glenn S. Bernabeo
Senior Managing Director
610.205.6034
Email
Sophea Chau
Senior Managing Director
617.603.8963
Email
Paul F. Delaney
Head, Private Equity
973.879.4933
Email
Jeffrey A. Harenza
Co-Head, Insurance
610.478.2158
Email
Thomas A. Hill
Managing Director
610.478.2034
Email
Samuel J. Kaplan
Director
617.603.8972
Email
John A. Lee
Head, Commercial, Industrial and Services
610.205.6106
Email
Joseph W. “Chip” Marshall, III
Vice Chairman, Griffin Holdings Group LLC
215.751.1240
Email
Michael J. McCauley, CTP, CIRA
Managing Director, Special Situations Group
610.766.1150
Email
Samuel A. McCullough
Chairman Emeritus, Griffin Holdings
610.478.2151
Email
Todd McMahon
Senior Managing Director
617.603.8962
Email
Matthew T. O’Leary
CEO
610.478.2056
Email
Richard L. Quad
Head, Depository Institutions
646.254.6387
Email
Mark B. Russell
Head, ESOP Group
817.566.1013
Email
Charles R. Schreck
Managing Director
410.458.3116
Email
Jeffrey P. Waldron
Co-Head, Insurance
610.205.6028
Email
Kenneth J. Wanko
Senior Managing Director, ESOP Group
215.508.7707
Email
Thomas G. Whalen
Senior Managing Director
610.205.6115
Email
Vice Presidents
Alan Grover
Senior Vice President
610.478.2008
Email
Stacey V. Weikel
Senior Vice President
610.478.2015
Email
R. Patrick Wood
Senior Vice President
717.255.7383
Email
Vincent J. Capone
Vice President
215.508.7716
Email
Danielle J. Kauffman
Vice President
610.478.2073
Email
Stephen J. Meehan
Vice President
610.205.6112
Email
Andrew D. Rudner
Vice President
610.205.6102
Email
C. Mitchell Smith
Vice President
610.478.2043
Email
Associates and Analysts
Max F. Traynor
Senior Associate
617.603.8966
Email
Jeff R. Tallman
Senior Associate
610.205.6013
Email
Christopher P. Adams
Associate
610.205.6016
Email
Jackson Z. Stern
Associate
617.603.8957
Email
Michael J. Terrery
Associate
610.205.6043
Email
Christopher W. Balicki
Analyst
617.603.8971
Email
Edmund J. “Teddy” Geraghty
Analyst
610.205.6105
Email
James T. McKenna
Analyst
610.205.6107
Email
Compliance
Elizabeth A. Abbott
Compliance Officer, Griffin Holdings Group LLC
Valley Forge
610.478.2249
Email
Scott I. Noah
Chief Compliance Officer
609.243.6421
Email
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