Tracy Albert

Vice Chairman

Tracy Albert is Vice Chairman of Investment Banking and will lead client coverage and business development initiatives.

Mr. Albert is recognized as one of the preeminent investment bankers on the West Coast, having advised hundreds of middle market companies and entrepreneurs over a span of several decades. Mr. Albert has developed a vast network of business contacts and close personal relationships across a broad array of industries and specialties that was built meticulously over a span of several decades, which provides a flow of unique advisory and transaction opportunities.

Prior to joining Palm Tree, he previously held several senior investment banking roles, most recently at JD Merit and Company, where he was Vice Chairman and responsible for planning and strategic direction of the firm. Mr. Albert also served as Managing Director and Head of Western Region at Deloitte Corporate Finance, where he led the development of client relationships and the firm’s advisory practice in the western U.S. out of Los Angeles. Previously, he was a Managing Director at Houlihan Lokey, where he played a significant role in building the firm’s middle-market banking practice.

Mr. Albert also founded Business Forums International (BFI), a global business networking enterprise that brings together thousands of professionals with expertise in accounting, banking, consulting, law, insurance, recruiting, and other disciplines.

He has a bachelor’s degree from the University of Southern California and is a passionate supporter of numerous charitable causes in the areas of education, human services, the arts, the environment, healthcare/medical research, especially relating to childhood diseases.

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Pardis Nasseri

CEO and President

Derek Alderton

Vice Chairman

Tracy Albert

Vice Chairman

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

Phillip Cooper

Managing Director

Dulce Martinez

Head of Client Coverage

Vincent Nguyen


Spencer Hong


Nick Fedorchak


Julien Nguyen Christensen

Director, Finance

M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent

Steven Richards

Senior Vice President

Rishi Chellani

Senior Vice President

Joseph Wade

Senior Vice President

Matt Murray

Senior Vice President

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.