Professional Team

 

BUILT FOR THE MIDDLE MARKET  


As an organization, Capstone is built from the top - our clients receive hands-on senior level attention on every engagement, regardless of size or scope.  As a team, Capstone possesses over 200 years of corporate finance advisory experience, spanning hundreds of M&A and financing transactions, corporate restructuring assignments and valuation engagements.  With a proven track record of success and commitment to excellence, our entire team is dedicated to delivering superior results while creating maximum value for our clients.

John Ferrara

President, Managing Partner
(617) 619-3325
jferrara@capstonellc.com

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David Bench

Managing Director

(949) 460-6431
dbench@capstonellc.com
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Kevin Jolley

Managing Director

(617) 619-3330
kjolley@capstonellc.com
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Theodore Polk

Managing Director

(312) 674-4531
tpolk@capstonellc.com
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Eric Williams

Managing Director

(215) 854-4065
ewilliams@capstonellc.com
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Brian Davies

Managing Director

(617) 619-3328
bdavies@capstonellc.com
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Ronald Adams

Managing Director, Valuation Services

(617) 619-3367
radams@capstonellc.com
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Jacob Voorhees

Director & Principal
(617) 619-3323
jvoorhees@capstonellc.com

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David DeSimone

Director
(617) 619-3327
ddesimone@capstonellc.com

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Mark Surowiak

Director
(215) 854-4063
msurowiak@capstonellc.com

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Lisa Tolliver

Director
(312) 674-4532
ltolliver@capstonellc.com

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Tracy Patch

Vice President

(949) 460-6432
tpatch@capstonellc.com
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Mark Shifrin

Vice President, Valuation Services
(617) 619-3369
mshifrin@capstonellc.com

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Sophea Chau

Senior Associate
(617) 619-3307
schau@capstonellc.com

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Dan Schultz

Associate
(617) 619-3368
dschultz@capstonellc.com

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Dan Mozer

Analyst
(617) 619-3366
dmozer@capstonellc.com

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Shannon Cullen

Director of Operations
(617) 619-3332
scullen@capstonellc.com

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Deborah Foster

Director

(949) 460-6433
dfoster@capstonellc.com
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