EXECUTIVE TEAMRick Fink
CEO, Managing Director and Co-Founder Adam Lezack
Managing Director and Co-Founder Ryan Simkin
Managing Director and Co-Founder
Associate Director, M&A Data and Analytics Kayla Berkman
Director, M&A Tori Geft
Senior Director, M&A Melissa Mackin
Senior Director, Systems and Infrastructure Erin Moran
Associate, M&A Accounting & Reporting Jessica Mueller
Associate Director, M&A Kim Ocampo
Senior Director, M&A Accounting Jacqueline Shawhan
Director, M&A Operations & Compliance Ben Yu
Associate, M&A Accounting & Reporting
Erin is a member of the Fortis Operations & Compliance Group. Erin assists with shareholder data management, report management and post-closing fund accounting and reconciliation.
Prior to joining Fortis, Erin was a staff accountant at Goulston & Storrs, an Am Law 200 law firm, as well as Canaccord Genuity, a global, full-service investment bank.