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.

  • Michael Peck headshot
    Michael Peck CEO, Co-CIO
  • Brian Murphy headshot
    Brian Murphy Co-CIO, Portfolio Manager
  • Chad Eisenberg headshot
    Chad Eisenberg COO
  • Nicholas Lotysz headshot
    Nicholas Lotysz Director of Ops Due Diligence
  • Michael Grayson headshot
    Michael Grayson Portfolio Manager
  • Dan Lancz headshot
    Dan Lancz Portfolio Manager
  • Jacob Puccetti headshot
    Jacob Puccetti Principal
  • Robert O'Hara headshot
    Robert O'Hara Principal
  • Peter Paganessi headshot
    Peter Paganessi Senior Research Analyst
  • Gus Kalivas headshot
    Gus Kalivas Senior Research Analyst
  • Tobin Burgdorf headshot
    Tobin Burgdorf Research Analyst
  • Griffin Gildea headshot
    Griffin Gildea Research Analyst
  • Rishabh Tandon headshot
    Rishabh Tandon Junior Research Analyst
  • Guiseppe Fregoli headshot
    Guiseppe Fregoli Junior Research Analyst
  • Nick Currie headshot
    Nick Currie Junior Research Analyst
  • Stephanie Hejna headshot
    Stephanie Hejna Junior Research Analyst
  • Charles Winek headshot
    Charles Winek Senior Due Diligence Analyst
  • Jesse Burkhead headshot
    Jesse Burkhead Due Diligence Analyst
  • Joshua Essary headshot
    Joshua Essary Due Diligence Analyst
  • Alex Oquist headshot
    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.

  • Justin Clark headshot
    Justin Clark Client Service Team Lead
  • Courtney Neuberg headshot
    Courtney Neuberg Senior Client Service Associate
  • Brigita Gerulskis headshot
    Brigita Gerulskis Client Service Associate
  • Jim Clifford headshot
    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.

  • Marty McFadden headshot
    Marty McFadden Managing Director
  • Rob Biddinger headshot
    Rob Biddinger Managing Director
  • Bridget Kilroy headshot
    Bridget Kilroy Vice President
  • Jordan Ramsland headshot
    Jordan Ramsland Vice President
  • Tom O'Brien headshot
    Tom O'Brien Vice President
  • Jenny Synal headshot
    Jenny Synal Leadership Coordinator
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