Our Team
Our dedicated team guides you through the investment process, providing exclusive access to our comprehensive family office resources.
FT AIR - First Trust Capital Management L.P.
First Trust Alternative Investment Research (“FT AIR”) is the research department within FTCM that is dedicated to sourcing, underwriting, and monitoring alternative investments across all asset classes and strategies. FT AIR has a time-tested track record of sourcing highly-specialized managers that seek to provide superior risk-adjusted returns with a focus on upside opportunity and capital preservation.
Through our affiliation with First Trust Capital Management L.P. (FTCM), a federally registered investment advisor that manages a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit, we offer solutions across asset classes and investment vehicles for all types of investors across the accreditation spectrum.
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Michael Peck CEO, Co-CIO
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Brian Murphy Co-CIO, Portfolio Manager
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Chad Eisenberg COO
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Nicholas Lotysz Director of Ops Due Diligence
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Michael Grayson Portfolio Manager
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Dan Lancz Portfolio Manager
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Jacob Puccetti Principal
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Robert O'Hara Principal
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Peter Paganessi Senior Research Analyst
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Gus Kalivas Senior Research Analyst
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Tobin Burgdorf Research Analyst
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Griffin Gildea Research Analyst
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Rishabh Tandon Junior Research Analyst
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Guiseppe Fregoli Junior Research Analyst
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Nick Currie Junior Research Analyst
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Stephanie Hejna Junior Research Analyst
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Charles Winek Senior Due Diligence Analyst
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Jesse Burkhead Due Diligence Analyst
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Alex Oquist Junior Due Diligence Analyst
Client Services - First Trust Capital Management L.P.
The Client Services team within FTCM is dedicated to delivering exceptional support and personalized service within their private asset platform. They serve as the primary point of contact for families, ensuring seamless onboarding, account management, and ongoing assistance.
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Justin Clark Client Service Team Lead
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Courtney Neuberg Senior Client Service Associate
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Brigita Gerulskis Senior Client Service Associate
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Jim Clifford Client Service Associate
Relationship Managers - First Trust Portfolios L.P.
With a deep understanding of private markets and family office needs, this team of specialists at First Trust Portfolios L.P. works closely with family offices to uncover new opportunities for diversification and lower correlation to traditional markets. They take a collaborative approach to helping family offices navigate investment opportunities while fostering long-term relationships. Through seamless coordination across our platform, they deliver solutions designed to meet each family's unique needs and objectives.
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Marty McFadden Managing Director
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Rob Biddinger Managing Director
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Bridget Kilroy Vice President
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Jordan Ramsland Vice President
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Tom O'Brien Vice President
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Jenny Synal Leadership Coordinator
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Nicole Maddox Relationship Coordinator