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Management Team
John Ahern, President

Tim Shanahan, Registered Principal, CFO, CCO


Operations
Susan Weschler, Operations Manager, Registered Principal

Meet the Institutional Team


Institutional Registered Representatives

Name Area of Focus Institutional Division Further Info
Keith Garte Third Party Manager Marketing Ark Global, LLC Ark Global LLC
Sandra Powers Third Party Manager Marketing Ark Global, LLC Ark Global LLC
Trevor Dean Third Party Manager Marketing Ark Global, LLC Ark Global LLC
Michael Connolly Tax Credit Equity Syndications Beacon Hill Capital LLC BHC Financial Group
Kent Damon Tax Credit Equity Syndications Beacon Hill Capital LLC BHC Financial Group
Chris McCarthy Tax Credit Equity Syndications Beacon Hill Capital LLC BHC Financial Group
John McDonald Tax Credit Equity Syndications Beacon Hill Capital LLC BHC Financial Group
Fred Ford Tax Credit Equity Syndications Beacon Hill Capital LLC BHC Financial Group
David McQuaid Third Party Manager Marketing CrestHaven Capital Cresthaven Capital
Leo Wetter Third Party Manager Marketing Exemplar Management
Don Nelson Private Equity and Venture Capital Harken Capital Advisers Harken Capital Advisers
Fred Malloy Private Equity and Venture Capital Harken Capital Advisers Harken Capital Advisers
Scott Holley Private Equity and Venture Capital Harken Capital Advisers Harken Capital Advisers
Stacy Havener Gudim Third Party Manager Marketing Havener Capital Partners, LLC Havener Capital Partners
Bruce Winans Alternative Investments Prophet Advisors
David E. Robbins Third Party Manager Marketing Strategic Tax Credit Investments, LLC
Scott J. Nance Third Party Manager Marketing West-NW Capital, LLC



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