Kevin P. Pelletier – Executive Managing Director
Mr. Pelletier has over twenty years of experience as an investment banker having arranged over $800 million in corporate and structured finance transactions for middle market companies. Previously, Mr. Pelletier held senior management positions with divisions of global consumer goods conglomerates including Unilever Plc, Diageo Plc, Reyes Holdings LLC and InBev. Mr. Pelletier possesses FINRA Series 7, 63, 24 and 79 securities licenses and has a Bachelor of Science degree in Business Administration/Marketing from Husson University in Maine. He is an inductee of the Husson University Alumni Hall of Fame.
Mr. Pelletier is past Chairman of the Board of Weingart Center for the Homeless. Located on skid row in downtown Los Angeles, the Weingart Center is one of the largest homeless rehabilitation facilities in the United States.
Robert M. Werle- Managing Director
Mr. Werle brings over thirty years of investment banking experience providing advisory and capital raising services to middle market and large corporate clients. Mr. Werle was previously Senior Managing Director for FTI Capital Advisors LLC and Jefferies & Company, Inc. While at Jefferies he completed a number of assignments for companies in a variety of industries, including education and training, real estate and property services, business services, consumer and retail, general industrial, healthcare and technology. Mr. Werle’s completed transactions are valued well over $10 billion. He has also worked for Robertson Stephens & Company, PaineWebber, Inc. and Drexel Burnham Lambert.
Mr. Werle holds a BS in Mechanical Engineering from Stanford University and an MBA from the UCLA Graduate School of Management and holds FINRA Series 7, 63 and 24 Securities Licenses.