Our People
Our clients engage us for our expertise and industry knowledge. They continue to work with us, year after year – and often for decades – because of the character of our people.
22%
global employee growth over prior year
8
years named as a best place to work
850+
professionals aligned for your success
Meet our Senior Team

I am inspired by the ever-changing nature and dynamics of the financial markets.
Masoud Sami
Vice President
Los Angeles
Having worked with and studied companies ranging in size from large multi-nationals to start-up ventures, I have seen the usefulness and the power of the information conveyed in financial statements. I want managers, investors and students to be able to take full advantage of this information.
Dr. Michael Minnis
Senior Advisor
ChicagoFirm details on FINRA’s BrokerCheck