Tudor, Pickering, Holt & Co. (“TPH”) announced year end promotions as well as leadership changes to
the firm’s Investment Banking team.
Maynard Holt, CEO of Tudor, Pickering, Holt & Co. stated, “We are so proud of the achievements of this
talented group and are excited to formally recognize their outstanding performance and commitment to
our clients and to our firm. As you go through the list, you will recognize hard work, you will see talented
young people getting promoted early in their careers, you will see people who have taken calculated risks
and who have taken on tough assignments for the firm, you will see creative people, you will see people
who had breakout contributions, you will see total team players who just want to help no matter what…
the positive attributes go on and on and on. More than anything, I hope you see the theme of excellence
that dominates this list.”
Effective immediately, the TPH promotions include:
Managing Directors
- Jeffrey Knupp – Managing Director, Investment Banking
- Alyson McCaffrey – Managing Director, Equity Sales
Directors
- Jeremy Arendt – Director, Investment Banking
- John Chapman – Director, Investment Banking
- Jeff Nanna – Director, Investment Banking
- Jonathan Sherman – Director, Investment Banking
- Rishi Desai – Director, TPH Asset Management
- Harry Grist – Director, Sales
- George O’Leary – Director, Research
Vice Presidents
- Alexis Allen – Vice President, Marketing
- Colton Bean – Vice President, Research
- Jake Boos – Vice President, Investment Banking
- James Fitzgerald – Vice President, Sales
- Eric Marshall – Vice President, Investment Banking
- Evan Monckton – Vice President, Investment Banking
Associates
- Hussein Allidina – Associate, Investment Banking
- Oliver Huang – Associate, Research
- Scott Nason – Associate, TPH Asset Management
- Rossana Perez – Associate, Securities
- Mike Sharkey – Associate, TPH Asset Management
- Erik Stevens – Associate, Research
- Kevin Vo – Associate, Research
- Mason Wleczyk – Associate, Research
- Taylor Zurcher – Associate, Research
Corporate
- Albert De La Portilla – Creative Director
- Christa Ginsburg – Director, Operations & Staff
- Ashley Scott – Vice President, Human Resources
- Casey Colello – Graphic Designer
- Tammy Duong – Coordinator, Investment Banking
Additionally, TPH announced leadership changes within its Investment Banking team. Chad Michael,
Managing Director, becomes Head of Upstream Investment Banking; Managing Directors Lance Gilliland
and Paul Perea become Co-Heads of M&A; and David Beathard will now serve as Chief Technical
Officer, Investment Banking.
Holt added, “Chad has been a great partner in building the upstream business and I’m excited about him
helping us take TPH Upstream to the next level. Our Upstream advisory effort has been industry-leading
and we are really excited to keep growing that business. In M&A, Lance and Paul will make an awesome
combination. Lance has been instrumental from day one in building our M&A practice and Paul, since he
joined us three years ago, has been an unbelievably accretive addition to the firm. Together, they are
primed to lead us in a period ripe with potential for significant M&A activity and will be pivotal in
coordinating our teamwork with Perella Weinberg Partners (PWP). Lastly, Dave has been an invaluable
resource to our bankers and has helped us dramatically improve our technical banking team and overall
technical capability. We are very excited about his new role as Chief Technical Officer, Investment
Banking.”
“What’s the old adage? Team, team, team, team. Team is the heart and soul of what we’re building here
at TPH. Congrats again to all our recent promotes and to our people in new leadership positions. We are
ready to make 2017 a great one!” said Holt.
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