Our Team

Rely on These Experienced Professionals to Guide Your Journey

Martine Lellis

Martine Lellis, CFP®, CPA, MBA

Principal, M&A Partner Development
Ted Motheral

Ted Motheral, JD, MBA

Principal, M&A Partner Development
Randy Magdaluyo

Randy Magdaluyo

Vice President, M&A Program Management
Joe Pellizzari

Joe Pellizzari, CFP®

Vice President, M&A Partner Development
Greg Mayes

Greg Mayes

Vice President, M&A Partner Development
Alex Moore

Alex Moore, CFA, CPA

Vice President, M&A Partner Development
Carrie Ohm

Carrie Ohm

VP, M&A Partner Development
Todd Sanford

Todd Sanford

Partner Development Advisor

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