Our Team

The Heart

of Our Firm

Our people set us apart with a hard-earned perspective across ownership, operations, and finance. We work shoulder to shoulder with clients through each engagement, applying sound judgment to guide decisions toward the right outcome.

The real strength of CMA is our people, professionals who understand the weight of every decision because they have made those decisions themselves. It’s a team grounded in accountability, shaped by experience, and driven by empathy for the leaders and companies we serve.

- Keith Daniels, Managing Partner
Meet Keith

Keith Daniels

Managing Partner
Keith advises companies and stakeholders across industries, combining operational leadership experience with transaction expertise.

Chris Parisi

Partner
Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Evan Tomaskovic

Managing Partner
As Managing Partner of CMA and Chief Executive Officer of Carl Marks Securities LLC, Evan brings more than 30 years of investment banking experience across mergers and acquisitions, financings, and complex situations.

Brian Williams

Managing Partner
Brian has over 20 years of experience in the oil & gas industry, and focuses on M&A, capital raises, restructurings, and executive management.

J. Jette Campbell

Partner
A CPA with more than 40 years of experience, Jette advises business owners and lenders through complex restructuring and crisis situations.

Warren H. Feder

Partner
Having owned, operated, and sold his own businesses, Warren Feder brings an owner’s mindset and investor discipline to middle-market transactions, delivering value-maximizing outcomes across a wide range of industries.

Mark Claster

Partner
A Partner of CMA and Immediate Past President of Carl Marks & Co., Mark L. Claster brings more than 40 years of executive leadership and transactional experience.

Jonathan Killion

Partner
Jonathan has over 15 years of experience specializing in liquidity management, profit improvement strategies, debt restructurings and M&A transactions.

Robert C. Lau III

Partner
With more than 30 years of financial markets experience, Bobby leads CMA’s nationwide business development and relationship strategy.

Duff Meyercord

Partner
With decades of experience, Duff Meyercord advises clients through complex transactions and transformations, bringing deep operational, financial, and restructuring expertise.

Marc Pfefferle

Partner
Marc Pfefferle serves as a Senior Advisor and interim executive to companies in transition, bringing more than 30 years of restructuring experience across over 200 engagements.

Brian M. Barefoot

Senior Advisor
Brian brings more than 40 years of senior leadership experience across investment banking, corporate governance, and higher education.

Steven Agran

Managing Director
Steven has over 25 years of experience specializing in providing turnaround and interim management services to financially distressed companies.

Chip AuWerter

Managing Director
Chip has provided advisory services and/or has served in senior interim management roles in over 40 turnaround, crisis management and restructuring.

Jonathan Bushnell

Managing Director
Jon has more than 15 years of capital markets investment banking experience, specializing in merger and acquisition transactions, capital raising, strategic planning, and valuations.

Lance Dowden

Managing Director
Lance has 25+ years of leadership experience in strategic sourcing, business performance, and end-to-end supply chain operations.

Ben Godbout

Managing Director
As Managing Director and Head of Strategic & Transaction Advisory, Ben brings over fifteen years of experience advising clients on M&A, financial restructurings, and debt and equity capital raises.

Robert Speer

Chief Financial Officer
Bob is the Chief Financial Officer of Carl Marks Advisors.

Mel Henson

Managing Director
Mel Henson has over 25 years of experience providing financial and operational advisory services for middle market companies.

Brock Hudson

Managing Director
Brock Hudson brings deep oil and gas industry knowledge and transactional expertise to M&A, divestitures, and capital-raising engagements, combining hands-on operating experience with capital markets insight.

Peter Keogh

Managing Director
Peter is an accomplished senior executive with over 30 years of successful leadership experience.

Jeanine Krattiger

Managing Director
Jeanine has more than 20 years of marketing and strategic public relations experience, specializing in developing and implementing firm-wide strategic marketing.

Carl J. Landeck

Managing Director
Carl has more than 35 years of experience as a financial and operational advisor, specializing in acquisitions, divestitures, turnarounds, capital raises, interim executive roles.

Howard Meitiner

Managing Director
Howard P. Meitiner brings more than 40 years of global experience providing strategic planning, interim management, and turnaround leadership, with a proven track record of driving growth through business development, cash-flow discipline, crisis leadership, and business model transformation.

Tyler C. Montague

Managing Director
Tyler brings senior operational, restructuring, and technology expertise to middle-market companies navigating complex change.

Scott Pasquith

Managing Director
Scott advises middle-market companies on liquidity management, operational improvement, and complex financial situations.

Rod Peckham

Managing Director
With more than 35 years of experience, Rod advises companies through complex restructuring and operational improvement situations worldwide.

Jeffrey Pielusko

Managing Director
Jeff has over 15 years of experience helping companies address capital structure and operational issues.

Michael Gordon

Director
Michael has over 10 years of experience in corporate mergers, acquisitions, leveraged buyouts and capital raises across a broad range of industries.

Jon Roberts

Director, CCO
Jon is Chief Compliance Officer of Carl Marks Securities, overseeing firm-wide compliance and supporting business administration, including contracts, legal documentation, engagement tracking, and independent contractor staffing.

Stephen Funnell, CFA

Director
With a decade of experience, Stephen advises lenders, management teams, and private equity firms on financial analysis, valuation, and working capital management.

David Mintz, CPA

Vice President
David brings a combination of investment banking and operational restructuring experience to advisory engagements across restructurings, M&A, and capital raises.

Jaclyn R. Shifren

Controller
Jaclyn has more than 15 years of accounting and financial reporting experience. She specializes in guiding corporate financial decision-making.

Joshua Noble, CFA

Vice President
Josh brings more than ten years of experience advising underperforming companies on financial and operational restructuring, liquidity management, and corporate valuation.

Nick Baro

Vice President
Nick is a restructuring advisor with more than five years of experience in financial services, specializing in financial and operational turnarounds and advising clients on business planning, interim management, and strategic alternatives in distressed and special situations.

Michael Finer, CPA

Associate
Michael Finer has over six years of financial services experience in restructuring and public accounting, with a focus on financial analysis, financial modeling, and advisory support for both lender- and debtor-side engagements.

Julian Sherr

Associate
Julian provides financial advisory services focused on corporate and operational restructuring, M&A, valuation, and strategic alternatives across a broad range of industries.

Noah Barr

Analyst
Noah works with company owners and management teams on M&A and complex restructuring and special situation engagements.

Alan Gutman

Associate
Alan works diligently with company owners and management teams on mergers and acquisitions across various industries.

Nicholas Pizzulli

Associate
Nick works with company owners and management teams on mergers and acquisitions across a variety of industries.

Van Parker

Analyst
Van Parker advises clients on restructuring, M&A, valuation, and strategic alternatives across diverse industries.