
John B. Levy
John is president of the firm, leading its equity & debt placement and research functions since founding the company in 1995.

Sandler D. Passman
Sandler is an equity banker, leading the firm’s sales and marketing, relationship management, and operational analysis efforts.

Dale Wittie
Dale leads the firm's Affordable Housing Financing program. Dale previously served 25+ years at Virginia Housing, overseeing its multifamily financing programs.