David Wolinsky

Chief Talent Officer

David Wolinsky is responsible for advancing the continuing growth of Palm Tree by leading the firm’s internal and external talent acquisition and development efforts.

Mr. Wolinsky was a founding member of Palm Tree, joining when the firm was founded in 2010. Since its inception, he has applied his well-rounded experience and business acumen to the firm’s client engagements, year-on-year growth, and nationwide expansion. His ability to quickly analyze, uncover, and plan for business issues across industries has made him an asset to Palm Tree operations and client engagements alike. During Palm Tree’s expansion, Mr. Wolinsky was a primary author of its proprietary training program, combining aspects of his experience with transaction support, strategic finance, and investment banking. Mr. Wolinsky was also a creator of its recruiting strategies and core values.

With Palm Tree, Mr. Wolinsky has served as the interim Director of M&A and Operations for a multi-location healthcare organization, led strategic initiatives to foster client growth through acquisitions and operational improvements, and operations initiatives to improve working capital and operating margins.

Before joining Palm Tree, Mr. Wolinsky served as an investment banker with Jefferies in New York and San Francisco. Earlier in his career, he held positions with Goldman Sachs and Roxbury Capital.

Mr. Wolinsky graduated magna cum laude with dual BS degrees in Business Administration and Accounting from Villanova University.

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Pardis Nasseri

CEO and President

Derek Alderton

Vice Chairman

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

Vice Chairman, Investment Banking

David Wolinsky

Chief Talent Officer

Stephen E. Rossi

Managing Director and
Head of Investment Banking

David M.V. Barnes

Managing Director and Head of M&A

Chris Felderman

Managing Director and
Head of Financial Due Diligence

Mitchel Nakken

Managing Director and
Head of Transitions and Transformations

Britt Terrell

Managing Director and
Head of Capital Markets

Clayton Grindle

Chief Administrative Officer

Ryan Kanaley

Managing Director, Finance and Corporate Deveopment

Phillip Cooper

Managing Director

Dulce Martinez

Head of Client Coverage

Vincent Nguyen


Spencer Hong


Nick Fedorchak


M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent Management

Steven Richards

Senior Vice President

Rishi Chellani

Senior Vice President

Joseph Wade

Senior Vice President

Matt Murray

Senior Vice President

Portrait of a male executive in a blue tie
Danny Arnaout

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.