Our Professionals

The confidence to act decisively in both calm seas and rough waters -- our team embodies the tenacity and patience earned over a number of market cycles in a variety of industries.

Windjammer Team

Matthew Anderson
Matthew Anderson
Managing Director
  • Newport Beach
  • 949.720.4204
  • Email
Aidan Balboni
Aidan Balboni
Senior Associate
Gregory Bondick
Gregory Bondick
Managing Principal
Will Carter
Will Carter
Vice President
Bronwyn Davies
Bronwyn Davies
Associate
Matt Dickman
Matt Dickman
Senior Associate
  • Newport Beach
  • 949.720.4219
  • Email
John Donahue
John Donahue
Managing Director, Business Development
Brandon Edlefsen
Brandon Edlefsen
Operating Director
Alex Farley
Alex Farley
Compliance/Special Projects Coordinator
  • Newport Beach
  • 949.720.4214
  • Email
Jonathan Hallal
Jonathan Hallal
Associate
Andrea Healy
Andrea Healy
Executive Assistant
Trent Hegseth
Trent Hegseth
Vice President
  • Newport Beach
  • 949.720.4201
  • Email
Lawrence Hu
Lawrence Hu
Vice President
  • Newport Beach
  • 949.572.1447
  • Email
Erik Johnson
Erik Johnson
Operating Director
  • Newport Beach
  • 949.720.4206
  • Email
Katie Karlson
Katie Karlson
Executive Assistant
Craig Majernik
Craig Majernik
Managing Director
Peter McGah
Peter McGah
Principal
Jeffrey Miehe
Jeffrey Miehe
Managing Principal
  • Newport Beach
  • 949.720.4205
  • Email
Beki Miller
Beki Miller
Executive Assistant
  • Newport Beach
  • 949.720.4240
  • Email
Tejas Nair
Tejas Nair
Associate
  • Newport Beach
  • 949.720.4216
  • Email
Michaela Patterson
Michaela Patterson
Administrative Assistant
  • Newport Beach
  • 949.720.4207
  • Email
Ryan Pertz
Ryan Pertz
Managing Director
  • Newport Beach
  • 949.720.4220
  • Email
Robert Quandt
Robert Quandt
Managing Director
Gianluigi Sepe
Gianluigi Sepe
Principal
Dhruv Shah
Dhruv Shah
Associate
Scott Sorensen
Scott Sorensen
Associate
  • Newport Beach
  • 949.763.1839
  • Email
JT Townsend
JT Townsend
Operating Director
Stephan Wenkel
Stephan Wenkel
Associate
  • Newport Beach
  • 949.308.2299
  • Email
Ryan Wolfsberg
Ryan Wolfsberg
Senior Associate, Business Development

Strategic Consultants & Advisors

Robert Bartholomew
Robert Bartholomew
Managing Principal, Founder
  • Newport Beach
  • 949.720.4203
  • Email
Costa Littas
Costa Littas
Managing Principal, Co-Founder
Paul Miller
Paul Miller
Strategic Consultant
Tim Ristoff
Tim Ristoff
Strategic Consultant
  • Newport Beach
  • 949.218.4830
  • Email