Stephanie Kersey

Senior Vice President

Ms. Kersey brings over 20 years of experience in corporate finance and accounting, including M&A due diligence, opening balance sheet, integration of operations and audits. She has extensive monthly financial close and reporting experience, technical accounting expertise, financial control analysis and remediation, and software implementation and support experience.

Before joining Palm Tree, Ms. Kersey was Controller at Krayden Inc., a PE owned distributor of specialty adhesives, and Director of Accounting and Finance at APC Automotive Technologies, a PE owned automotive aftermarket supplier. She has extensive experience in the healthcare, distribution, and financial services industries.

Ms. Kersey earned her MS Finance from the University of Colorado in Denver and her BS in Business Administration from the University of South Dakota, Vermillion. She is a licensed CPA in the state of Colorado. Ms. Kersey enjoys walking several miles each day, driving her Tesla, and travel with family and friends.

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Pardis Nasseri

Chairman and CEO

Derek Alderton

Vice Chairman

Portrait of a male executive in a blue plaid shirt
Tracy Albert

Vice Chairman, Investment Banking

Clayton Grindle

President and COO

David Wolinsky

Chief Talent Officer

Ryan Kanaley

Chief Financial Officer

Chris Felderman

Senior Managing Director,
Co-Head of Consulting

Mitchel Nakken

Senior Managing Director,
Co-Head of Consulting

Stephen E. Rossi

Senior Managing Director,
Head of Investment Banking

David M.V. Barnes

Managing Director, Head of M&A

Britt Terrell

Managing Director,
Head of Capital Markets

Phillip Cooper

Managing Director

Britton Woolf

Managing Director

Spencer Hong

Managing Director

Rouzheen Myrick

Managing Director

Vincent Nguyen

Managing Director

Steven Richards

Managing Director

Dulce Martinez

Head of Client Coverage

Rishi Chellani

Director

Nick Fedorchak

Director

Matt Murray

Director

M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent Management

Portrait of a male executive in a blue tie
Danny Arnaout

Senior Vice President

Stephanie Kersey

Senior Vice President

Kathleen Obiala

Senior Vice President

Michael Sieglen

Senior Vice President

Joseph Wade

Senior Vice President

Careers with Palm Tree

We have select positions available at all levels of our organization. Contact us for a confidential discussion about joining a firm that L.A. Business Journal named among L.A.'s most influential M&A advisors.

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.