Stephen E. Rossi

Managing Director and
Head of Investment Banking

Stephen E. Rossi leads the Palm Tree Investment Banking services line, which helps clients position their businesses, structure acquisitions, and divestitures, run targeted strategic processes, and raise capital.

Over the course of his nearly three-decade career, Mr. Rossi has led M&A deals, business operations, and capital markets and investment banking solutions—a unique range of experience that gives him multifaceted perspectives on strategic business events. 

Prior to joining Palm Tree, Mr. Rossi was a Co-Founder and Managing Partner of CounterPoint Capital Partners, where he was also a member of its investment committee. He also worked with Platinum Equity as a Managing Director and VP of Corporate Finance, and he began his career with Bank of America in its asset-based lending division.

Across sectors and around the globe, Mr. Rossi has worked with private equity firms, lenders, investment banks, and business owners and operators to resolve complex M&A negotiations, restructurings and special situations, equity and debt capital markets solutions, divestitures, and strategic advisory assignments. He has also served on operating committees and boards of directors, as well as in C-suite leadership roles.

Mr. Rossi holds an M.B.A. from the McDonough School of Business at Georgetown University and a B.A. from the University of California, Berkeley. He was recognized with the M&A Advisor Turnaround Deal of the Year Award in 2012 and 2017, the M&A Advisor Healthcare/Life Sciences Deal of the Year Award in 2021, and the M&A Advisor Restructuring Deal of the Year Award and Industrials Deal of the Year Award in 2022. He was named to the M&A Advisor 40-Under-40 in 2013, the Los Angeles Business Journal Leaders of Influence: Private Equity Investors & Advisors in 2021, the Los Angeles Business Journal Leaders of Influence: Investment Banking in 2022, and the Los Angeles Times Banking and Finance Magazine Visionaries in 2023.

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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.