About Us Overview

Lynn spent the first half of her career as a Wall Street equity research analyst and investor focused on evaluating innovative companies within the medical device and healthcare sector. She pivoted in 2008 to strategic consulting with emphasis on investor relations, capital markets advisory and support in forecasting financial and operational milestones. Having created and executed investor relations programs and strategies for over 100 companies (public and private) at various stages of development, Lynn has a proven track record of success. She is actively involved with her clients, enabling companies to effectively communicate their business strategy, operational goals, and financial profile to Wall Street constituents. Lynn and the team at Gilmartin work with many of the most successful IPOs in the medical technology sector, advising initially on capital markets and IPO readiness, and continuing on, partnering on IR strategy and long term shareholder engagement.

Prior to founding Gilmartin Group, Lynn was a Managing Director at Westwicke Partners offering strategic counsel to public and private entities, with specific emphasis on medical technology, diagnostics, and life sciences. Lynn was previously a Founder and Portfolio Manager at Aphelion Capital, a healthcare fund focused on public and private investments and prior to that, was a Partner at Thomas Weisel Partners (now Stifel Nicholas) and a Sr. Vice President at Adams & Harkness & Hill (now Canaccord Genuity) in equity research.

Lynn holds the CFA designation, has a MS in Finance from Boston College Carroll School of Management and a BA in Environmental Science and Mathematics from University of Vermont. When not working, Lynn spends time with her family (and dog) outside as much as possible. She serves on the board of directors of Slide Ranch, a non profit committed to environmental stewardship and education.

Interesting Facts About Lynn

• Loves the spoiler alert – usually reads the last chapter first
• Proud but sheepish member of the math team in high school
• Recently started taking Spanish lessons with her daughter
• Enjoys back-country camping, hiking, and skiing

Vivian Cervantes has over 20 years of experience, most recently as an investor relations client advocate providing strategic and tactical communications counsel, leveraging capabilities gained as a Wall Street equity research analyst in medical technology and related sectors, strategy consulting, and public accounting.

Prior to joining the Gilmartin Group, Vivian was a managing director at Stern Investor Relations and PCG Advisory Group focused on the healthcare industry. Before that, Vivian was a sell side equity research analyst, actively engaged in all aspects of company coverage as well as IPO due diligence and readiness, including at Kaufman Bros., Maxim Group, Rodman & Renshaw, BMO Capital Markets, and Morgan Stanley. Prior to her career in Wall Street, Vivian was a strategy consultant at Accenture and a public accountant at Arthur Andersen.

Vivian received her MBA in Finance from Columbia Business School and is a Certified Public Accountant (inactive) with a BS degree in Accounting from Seton Hall University.

Interesting Facts About Vivian

• Looks forward to summer backyard movies
• Takes up any excuse for outdoor grilling
• Game for brisk, early morning walks

Greg Chodaczek has over 25 years of experience in corporate finance, communications, corporate strategy and equity research. Greg has been instrumental in driving investment decisions across all sectors of healthcare and his Wall Street background spans two decades with both buyside and sell-side leadership roles.

Prior to joining Gilmartin, Greg spent many years as an Equity Research analyst covering the medical technology sector at several emerging growth banks including First Analysis, Sterne Agee CRT and B. Riley & Co where he primarily focused on small and mid-capitalization companies. He began his Wall Street career at Pilgrim Baxter where he eventually led healthcare equity research and managed over $2B in equity assets. Previously, he held several corporate finance positions at UPS and Scientific Atlanta.

Greg received a BS in Finance from Villanova University and an MS in Finance from the Robinson College of Business at Georgia State University.

Interesting Facts About Greg

• Recently adopted a six-year old English Springer Spaniel named Chloe
• Built a 3D printer from scratch
• Plays in a weekly ice hockey league
• Would rather be on the Chesapeake Bay sailing

David Deuchler, CFA has over twenty years of capital markets experience as a public equity investor and corporate advisor focused in the Healthcare sector.

Prior to joining the Gilmartin Group, David was the Managing Partner of JAD Advisors, a corporate advisory firm focused on Investor Relations, Capital Markets and Business Strategy Advisory. Before starting JAD Advisors, David spent seventeen years on the buyside as portfolio manager and research analyst at Goldman Sachs Asset Management, Moore Capital, Citadel Investment Group and Suvretta Capital.

David has extensive experience advising senior executives on investor relations strategy, capital markets, business strategy and capital allocation. During his time as an investor, David invested in companies across all sub sectors of the Healthcare universe and participated in more than 150 IPO and follow-on offerings.

David received his BSBA with a concentration in Finance from the University of Richmond. David is a CFA Charterholder.

​David lives with his two daughters in Chatham, New Jersey.

Interesting Facts About David

• Studied abroad in Florence, Italy and has been back to visit Italy eight times…but knows little more than a few basic Italian phrases
• An enthusiastic fan of the Dave Matthews Band since first seeing them perform while attending the University of Richmond in the mid 1990’s
• An active contributor on TripAdvisor with over 230 reviews and 150,000+ readers
• Aspires to one day experience a calm walk with his two energetic black lab rescue dogs

Ryan Halsted has over fifteen years of experience in the capital markets providing advisory services to private and public equity investors, lenders and corporations in the healthcare services space.

Prior to joining Gilmartin, Ryan spent five years at the Marwood Group, offering private equity and corporate advisory services across a broad spectrum of healthcare sectors. He led hundreds of private equity take-out due diligence engagements. Previously, Ryan was an equity research analyst at Wells Fargo with a coverage universe across the healthcare services/providers sector.

Ryan received his BS with a concentration in Finance from Boston College. Ryan lives with his wife and two sons in Garden City, NY. 

Interesting Facts About Ryan

• Played division-I water polo in college
• Avid weekend warrior with passion for swimming, road-biking, and running and aspires to complete an Ironman in Kona
• Enjoys spending free time on the beach, backyard grilling, and listening to live music

David Holmes has over fifteen years of corporate finance and investor communications experience across multiple healthcare sectors including life science tools, diagnostics and biotechnology companies. David’s in-depth knowledge of investors relations and capital markets has allowed him to successfully structure, build and implement strategic IR and capital advisory programs for oncology, molecular diagnostics and liquid biopsy companies for the last decade.

Prior to joining Gilmartin, David worked at LifeSci Advisors, where he provided both private and public companies strategic IR advice across the medtech, tools and diagnostics industries. Previously, David led investors relations for Rover Diagnostics Inc. and Ascenda BioSciences (formerly Provista Diagnostics, Inc.) running internal IR, corporate messaging and capital markets initiatives.

David began his career at BNP Paribas’ Corporate & Investment Bank where he worked in Structured Credit and Capital Markets originating transactions ranging $100m – $2Bn across multiple industries.

David earned his BA in Economics from St. Lawrence University with a concentration in Econometrics and Modern Game Theory.

Interesting Facts About David

• Learned to fly gliders from Spain’s National Aerobatic Team Champion
• Passionate about supporting State Parks & Land Trusts to preserve open space, wetlands and groundwater for future generations
• Has never had a headache

Stephen has nearly a decade of healthcare agency experience, specializing in the strategic and tactical implementation of investor relations programs in the biotechnology and specialty pharma sectors.

Prior to joining Gilmartin, Stephen spent seven years at Westwicke ICR, a strategic investor relations firm, advising both private and small/mid cap biotech companies on corporate messaging and capital markets strategy. He has extensive experience in both the pre-IPO advisory process, as well as the development and management of public company IR programs. Prior to that, Stephen worked for Legacy Health Strategies, where he worked alongside leading pharmaceutical and medical device companies to grow their patient engagement platforms.

Stephen received a BA in Economics from the University of California, Santa Barbara.

Interesting Facts About Stephen

• In his free time, he coaches boys high school volleyball
• An avid golfer, and has played (and ranked) every course in San Diego County
• Favorite app on his iPhone: New York Times Crossword

Elizabeth brings 20 years of Corporate Access experience to Gilmartin. Prior to joining, she ran the healthcare origination effort at Raymond James, building a comprehensive and differentiated Corporate Access offering. Elizabeth worked alongside management, research, banking and institutional clients to understand the unique needs of each and created a program to benefit all parties.  In addition, she spent 15 years developing the framework for the Corporate Access effort at Credit Suisse.  She began her career as a member of the client service team at Jennison Associates.

Elizabeth holds a BA in Business & Economics from Lafayette College.  She lives in New York City with her husband, son and dog.

Interesting Facts About Elizabeth

• Has never met a home renovation project that she didn’t want to tackle – in her next life she may come back as a general contractor just so she can flip houses
• Has a bernadoodle named Slash due to her husband’s love of guitar.  While she loves the dog…she doesn’t harbor the same feelings for the name
• Her happy place is being on the lake with friends and family

Carrie Mendivil has spent several years developing and executing broad investor relations and communications programs in healthcare – both on the agency side and internally. At Gilmartin Group, she is actively involved with several clients offering strategic counsel and tactical support as an extension of their internal team. Carrie brings her in-house expertise to the forefront, enabling her clients to effectively communicate their corporate objectives and strategy while leveraging internal resources to create a cohesive message.

Prior to joining Gilmartin Group, Carrie was most recently at Westwicke Partners, a strategic investor relations firm, working with a number of clients in the medical technology and specialty pharmaceutical sectors. Previously, Carrie was at Hansen Medical (NASADQ; HNSN) in Marketing and Investor Relations. In addition to developing Hansen’s corporate communications strategy and messaging, Carrie developed and managed the social media strategy as well created product marketing materials. She has extensive experience developing messaging strategies and coordinating marketing and event logistics for several other entities.

Carrie received a BA in Economics and French from UCLA and has a Master of Public Affairs from Indiana University.

Interesting Facts About Carrie

• Had a scary run-in with a sloth of bears when her sister left trail mix outside of their tent while backpacking in Yosemite
• Lived in the Amazon for a brief stint after college
• Has seen every episode of Forensic Files

Matt leads the business development and marketing efforts for Gilmartin Group. He brings over ten years of Wall Street experience with specific expertise in the healthcare sector. Prior to joining Gilmartin, Matt was a Managing Director at LifeSci Advisors focusing on business development as well as building and executing investor relations programs and financing strategies for client companies in healthcare. Previously, Matt spent several years at The Ruth Group. In addition to building and managing investor relations programs broadly there, he specialized in connecting emerging healthcare companies with institutional investors, venture capitalists, sell-side analysts, and the investment banking communities. Prior to The Ruth Group, Matt worked at Brean Capital in various roles including institutional sales, syndicate and corporate access, where he was Head of the corporate access desk and participated in several successful healthcare company financings over the course of his tenure.

Matt received his BA in Finance from the City University of New York, College of Staten Island.

Interesting Facts About Matt

• Avid home chef, always looking for new cuisines to master
• Can be spotted often with his wife and new dog Otto walking around the streets of NYC
• As the youngest of six children, has conquered sarcasm
• Overcame encephalitis at age of 18, however never found the mosquito who bit him

Marissa has a decade of experience across strategic consulting and capital markets roles with a focus on healthcare technologies. Prior to joining Gilmartin Group, she worked in Medical Device Equity Research at Morgan Stanley, advising institutional investors on public market investment opportunities, building financial projections for public and private medical technology companies, and assessing multiple-based and DCF-based corporate valuations. Previously, she worked in Morgan Stanley Equity Capital Markets.

Marissa holds a BA in Economics with honors from Brown University.

Interesting Facts About Marissa

• Previously certified high ropes course instructor
• Loves working with kids & teens- Has been a Big Brothers Big Sisters mentor since 2015

Brian has specialized experience in developing and executing corporate communications and strategic investor relations programs for both private and public companies in the medical device, medical aesthetics, and life sciences sectors. He works directly with clients to provide analytics driven counsel, end-to-end IR solutions and collateral, and capital markets advisory services.

Prior to joining Gilmartin, Brian spent several years at The Ruth Group where he counseled healthcare company clients through critical corporate milestones and worked to effectively communicate business and financial strategies to key stakeholders. Previously, he worked as a financial analyst at a New York based family office and served as a communications and strategy consultant for the New Orleans City Council.

Brian earned his BA in Economics and International Relations from Tulane University, where he graduated with honors.

Interesting Facts About Brian

• Is frequently referred to as a news junkie
• As an avid foodie, has eaten at more restaurants in downtown Manhattan than he’d like to admit
• Would rather be on a hike or exploring a new city
• Grew up on Long Island and will accept any excuse to get to the beach

Kiki Patel, PharmD has >10 years of experience in the life sciences sector, both on the consultancy and corporate side.

At the Gilmartin Group, Kiki advises a portfolio of public and private biotech clients on all aspects of investor relations and capital markets. She provides counsel on financing strategy, including venture capital, crossovers, IPOs, follow-on offerings, private placements and PIPEs.

Her in-house biopharma experience enables her to get actively involved with her clients, offering strategic counsel to biotech companies in all stages of development.

Prior to joining Gilmartin Group, Kiki worked as a Medical Science Liaison at various biopharma companies. She started her career in big pharma at [Genentech/Roche, AstraZeneca, Sanofi/Genzyme] and later transitioned to a biotech small cap, where she worked closely with the management team [NASDAQ: KPTI].

Kiki holds her Series 79, 63 and 82 securities licenses. She received her Doctor of Pharmacy and Bachelors of Science degrees from Northeastern University in Boston. She completed her PGY1 pharmacy residency at the VA Medical Center followed by a fellowship in oncology medical affairs.

Early in her career, Kiki was a licensed clinical pharmacist. She held an academic appointment as a professor at MCPHS University, where she taught a “Biopharmaceutical Industry” course.

Interesting Facts About Kiki

• Moved cross-country from Boston to Southern California to pursue a lifelong dream. While she remains a die-hard New England Patriots (and TB12) fan, she has quickly assimilated to dancing with the palm trees and chasing sunsets
• Lives to eat her way through the world, one bite at a time. She rates everywhere she has wined and dined through her restaurant blog
• Completed her 200-hour yoga teacher training with her mum, who is also her personal trainer.

Since joining Gilmartin Group in 2016, Trip has been deeply engaged creating customized investor relations programs backed by data-driven, best practices for MedTech and Diagnostic companies. Through proactive collaboration he assists management teams with the crafting of strategic messaging and its tactical delivery throughout the investment community and corporate stakeholders.

Prior to joining the Gilmartin Group, Trip held various analytical and finance roles. Previously, Trip was at IPS Strategic Capital providing quantitative analytics, and account management services. Prior to IPS, Trip was a supply chain analyst at Centura Health where he provided capital equipment and supplies planning and sourcing services to newly constructed ambulatory health clinics and hospitals.

Trip holds a BS in Finance, with a minor in Marketing from the University of Denver.

Interesting Facts About Philip

• Plays tug-o-war with Zeus, a petite golden doodle, daily
• Is called Trip (short for Triple) because his full name is Philip Hayward Taylor III
• Enjoys spending time in the mountains fly fishing, snowboarding, hiking and biking

Prior to joining Gilmartin, Nick began his career at Solebury Trout where he assisted in the planning and execution of comprehensive investor relations programs for both public and private biopharma companies. In addition to providing clients investor relations programs, Nick played an important role in the private placement practice, assisting clients in bringing in institutional investors in private market offerings, as well as managing the processes for the financings.

Nick received a B.A. in Economics from the College of the Holy Cross.

Interesting Facts About Nick

• Enjoys spending time exploring New York City and all it has to offer.
• Despite not taking Latin in years, still gets excited when he sees a phrase and can try to translate it.
• A lover of any and all spicy food.
• An avid New England Patriots and Boston Celtics fan.

Prior to joining Gilmartin Group, Louisa worked as the Managing Director of the NO/LA Angel Network (NO/LAAN), a New Orleans based group of 135+ accredited Angel Investors. Louisa helped entrepreneurs grow businesses through fundraising, mentoring, and networking. She was responsible for leading NO/LAAN’s operations and deal flow activity, including due diligence, syndication, and portfolio management.

Additionally, Louisa serves as Manager of The Pelican Angel Fund, a pooled investment vehicle that commits Seed and Series A capital to high growth startup companies.

Louisa earned an MBA with a concentration in finance from Tulane’s AB Freeman School of Business after receiving her BA, Cum Laude, from Tulane in 2012.

Interesting Facts About Louisa

• Expert parallel parker
• Avid Nascar fan; because who doesn’t love watching fast cars turn left
• Foster mom to dogs looking to break out of the shelter

Prior to joining Gilmartin Group, Ji-Yon managed investor relations for Myoscience, a medical device company that was acquired by Pacira BioSciences (NASDAQ: PCRX). As part of its finance team and as an analyst, Ji-Yon partnered relationships with their extensive, global investor base, developing effective corporate communications, driving multiple rounds of complex equity financings and handling reporting on financials and metrics. Before Myoscience, Ji-Yon supported notable legal firms, investigating issues and performing research on cases primarily focused on securities litigation.

Ji-Yon received a B.A. in English from U.C. Berkeley and has an Advanced Accounting Proficiency Certificate from Santa Clara University.

Interesting Facts About Ji-Yon

• Classically trained pianist who tried jazz, but failed, and greatly admires pianists who can improvise
• Uber Warriors fan (non-bandwagon)
• Enjoys hiking and running on trails surrounded by Redwoods

Erik has been with Gilmartin since the fall of 2020 working exclusively on Life Science Research Tools and Diagnostics companies. He has supported five IPO’s and seven secondary transactions, with total capital raised in excess of 2.5 Billion dollars. Erik has been a leader in private equity and debt financing processes for US and international companies. While at Gilmartin, Erik has worked with several public companies to lead, and support, Investor Relations programs. Prior to joining Gilmartin, Erik spent several years with Ipreo by IHS Markit, where he advised investor relations professionals at small to mega cap Financials companies. As part of the Issuer Solutions team, Erik helped in his clients IR programs by providing stock surveillance, trading insight, targeting recommendations, and investor feedback.

Erik received a B.A. in Economics, with a minor in Mathematics from Union College

Interesting Facts About Erik

• Can often be found running, walking, and dining around NYC
• Loves skiing and sailing with family and friends
• Has a recent obsession with backgammon, which he learned as a kid

Prior to joining Gilmartin, Sam spent two years with KPMG’s Asset Management Practice in Dallas and Boston. While at KPMG, Sam managed the day-to-day activities of audit engagements for real estate funds and healthcare-focused private equity and venture capital firms. Before starting full-time with KPMG, Sam interned with Acelity, a global medical device company based in San Antonio, TX where he worked with the FP&A team to prepare quarterly earnings materials and board of directors reports.

Sam earned his B.A. in Business Administration, Accounting from The Cox School of Business at Southern Methodist University (SMU) and then went on to receive a Masters degree in accounting, also from SMU. He is a licensed Certified Public Accountant.

Interesting Facts About Sam

• Has lived in eight different states
• Outdoor enthusiast, likes to spend time hiking, biking, water/alpine skiing
• Passionate Boston Red Sox fan

Prior to joining Gilmartin, Webb was responsible for managing eBay’s Advertising product and technology P&L. Immediately prior, he had completed eBay’s multi-year rotational financial analyst training program, the Finance Future Program, in which Webb served in a variety of financial roles within financial planning and analysis (FP&A), capital markets and forecasting. In addition, Webb was part of the team responsible for foreign exchange and debt transactions as well as managing reporting and communications. Prior to joining eBay, Webb held internship positions at the Capital Advisors Group where he was responsible for collecting and analyzing data from venture debt transactions primarily in the life sciences industry.

Webb received a B.A. in Business, and Communications from St. Lawrence University.

Interesting Facts About Webb

• Has travelled to over 30 countries
• Is a retired alpine ski racer
• Enjoys spending his free time on the water surfing and sailing or in the mountains skiing

Prior to joining Gilmartin Group, Kelly worked for an Australian-based startup managing U.S. inventory, analyzing company performance, and maintaining databases. While in school, Kelly interned at Merrill Lynch working on business development and strategy, as well as International Accreditation New Zealand, focusing on business performance and analytics.

Kelly holds a B.A. in Applied Mathematics with a concentration in Statistics from the University of California, Berkeley.

Interesting Facts About Kelly

• Spent the summer after graduation traveling around 16 countries
• Enjoys spending time along the California coast, especially at sunset
• Wants to road trip to every U.S. National Park

Prior to joining Gilmartin, Hannah gained experience as a Hedge Fund Accountant for ALPS in Denver, Colorado. After two and a half years, she transitioned into an Investment Banking Analyst role at CapitalValue Advisors where she worked primarily on middle-market sell-side M&A transactions. Hannah has spent time in the healthcare industry consulting for LevelEx, working with their data analytics team.

Hannah holds a B.A. in Mathematics with a General Education Concentration in Chemistry from Bates College.

Interesting Facts About Hannah

• A three-time All-American lacrosse player during her time at Bates College
• Summited Mt. Kilimanjaro
• Avid back-country skier and hiker

Prior to joining Gilmartin Group, Claire worked at Stern Investor Relations where she partnered with public and private life sciences companies across all stages of development to implement comprehensive investor relations programs. Previously, she worked as Director of Investor Relations at Gracell Biotechnologies (acquired by AstraZeneca), supporting the company’s IR program through its $240 million IPO in January 2021.

Before transitioning into investor relations, Claire worked in equity research, covering pre-IPO companies at dedicated IPO research provider Renaissance Capital, and REITs and real estate stocks at regional asset manager Manning & Napier Advisors.

Claire holds a BSBA, Cum Laude, in Business Administration from Bucknell University.

Interesting Facts About Claire

• Grew up riding horses competitively and was a member of Bucknell’s equestrian team
• Has three dogs (two flat-coated retrievers and one corgi) and always has a lint roller on hand
• Favorite meal is brunch

Patrick leads the ESG Advisory team at Gilmartin and has extensive experience working with clients on their ESG strategies and reporting practices. Prior to joining Gilmartin, Patrick worked for Teneo as a consultant focusing on investor relations and ESG and co-authored a bi-weekly ESG newsletter for the firm.

Patrick holds a B.A. with Honors from Williams College and is a SASB FSA Level II Credential Holder. He spends his free time riding bikes and volunteering with the Surfrider Foundation in San Francisco.

Interesting Facts About Patrick

• Has a twin sister who is an investigative journalist
• He has a three-legged dog named Ernie
• He is a die-hard Chicago Cubs fan

Jessi brings 4 years of experience in the biotech industry, which she gained at CRISPR Therapeutics, Biogen, and Takara Bio across manufacturing, R&D, and analytical development for oncology and chronic disease. She made the transition to the Street driven by her curiosity in the life sciences market. Prior to Gilmartin, Jessi was a biotech research associate at Piper Sandler with a focus on SMid cap inflammatory disease companies. In the role, she also assisted in vetting companies with strong AI and ML platforms for drug development.

Jessi graduated from Johns Hopkins University Krieger School of Arts and Sciences, earning an M.S. in Biotechnology and Bioinformatics.

Interesting Facts About Jessica

• Avid baker and has mastered croissants, French macarons, cronuts, and eclairs, but still cannot make a pan of brownies
• Lived on a boat for a summer when touring Vietnam
• Spends the nice weekends hiking in the White Mountains, paddle boarding in the Charles River, or kite surfing near Boston Harbor

Steve joins Gilmartin Group with several years of experience working in the financial services industry. Prior to joining Gilmartin Group, he worked at Value Investment Professionals, a New York-based investment adviser with a fundamental approach to investing in publicly traded companies. At Value Investment Professionals, he was responsible for performing fundamental research and analysis of the firm’s publicly traded portfolio.

Steve graduated from New York University’s Leonard N. Stern School of Business, earning a B.S. in Finance and Accounting.

Interesting Facts About Steve

• Enjoys cycling, hiking, powerlifting and tennis
• Do-it-yourself (DIY) enthusiast
• An audiophile, spending more time researching and understanding audio equipment than he’d like to admit

Jack Carlson started his career at Stern Investor Relations after completing his Masters at Wagner College. He previously held positions in business development and purchasing and logistics before joining Gilmartin. During his undergraduate degree, Jack played division 1 volleyball at Indiana University-Fort Wayne where he was a team captain his junior and senior years. Jack enjoys hiking, camping, and fishing when he is not in the city.

Jack graduated with an MS in Finance and MBA from Wagner College and a BS in Geology and Applied Mathematics with a minor in chemistry from Indiana University – Fort Wayne.

Interesting Facts About Jack

• Has a twin brother
• Has been skydiving twice
• Was born and raised in Colorado and has never been skiing or snowboarding!

Noah began his career at Stern Investor Relations, where he specialized in tracking deal economics and trading activity for biotechnology and pharmaceutical IPOs and sell-side and buy-side communications. Previously, Noah held two internships at Biogen gaining experience in data analytics, contract negotiations, and streamlining operational procedures to advance the company’s clinical pipeline. Noah brings a polished approach to client relationships and was honored to join Gilmartin Group in 2021.

Noah graduated from Colgate University and holds a B.A. in Economics.

Interesting Facts About Noah

• Has a twin brother; his brother also works in healthcare, in an epigenetics lab.
• Loves to play soccer and frequents pickup games across Manhattan.
• Is an avid traveler. He studied abroad in Australia at the University of Sydney, and has visited South America, Africa, and Asia.

Henry joined the Gilmartin Group after earning his undergraduate degree from the University of California, Berkeley in 2022. Majoring in Molecular and Cell Biology with a concentration in neurobiology, and minoring in Environmental Economics and Policy, Henry brings a biology background with a business mindset to the world of biotechnology and healthcare. Prior to joining Gilmartin, Henry worked as an Emergency Medical Technician for the County of San Diego, testing and vaccinating patients for Covid-19. He worked at Francis Parker School as a nurse technician, and later at Sandia National Laboratories conducting applied biosciences research.

Henry graduated Cal as a Regents’ and Chancellor’s Scholar and a member of the Phi Beta Kappa honor society.

Interesting Facts About Henry

• Has three younger siblings
• Listened to a podcast with 179 episodes about Ancient Rome in one month
• Avid soccer fan

Prior to joining Gilmartin, Jack gained experience through an internship in New York City with the Equity Group, a firm that offers corporate communications and Investor Relations services to small and mid-cap public companies across a wide range of industries.

Jack Graduated from Bucknell University and holds a B.A. in Political Science and Spanish.

Interesting Facts About Jack

• He played on the Bucknell club ice hockey team
• Studied abroad in Seville, Spain and is fluent in Spanish
• Loves to talk anything music and is always looking for new song recommendations!

Prior to joining Gilmartin, Max worked at a San Francisco-based investor relations and capital markets advisory firm. He was responsible for guiding pre-IPO/ pre-deSPAC clients in developing their investor relations capabilities. Max has also spent time working for venture capital firms in biotech and digital health.

Max graduated from the University of Puget Sound, earning a B.A. in International Business with minors in French and Studio Art.

Interesting Facts About Max

• Avid photographer
• Fluent in French
• Enjoys spending his free time playing tennis and hiking

Prior to joining Gilmartin, McKenna gained financial experience working across several industries, including commercial banking and real estate. Before joining the Gilmartin Group, she worked as a Financial Analyst focused in risk management at the Federal Deposit Insurance Corporation. McKenna graduated in 2020 from the University of Mississippi with a Bachelors of Business Administration focused in Managerial Finance.

Interesting Facts About McKenna

• Worked very hard to get rid of her southern accent, but the occasional ‘y’all’ will still slip out
• Loves live music, roller blading, rock climbing, and going to the beach with her dog
• Is always trying to live a more zero-waste / plastic-free lifestyle

Prior to joining Gilmartin, Laine gained experience in Corporate Finance at Becton Dickinson as part of the Finance Leadership and Development Program. During her two years within the program, Laine worked across the business in Internal Audit, Corporate Business Planning & Analysis, Revenue Recognition, and Cost Accounting. While in school, Laine interned at Georgetown Lombardi Comprehensive Cancer Center managing grant budgets and reports.

Laine has a B.S. in Healthcare Management and Policy from Georgetown University.

Interesting Facts About Laine

• Was captain of the Swimming & Diving Team at Georgetown and six-time school record holder
• Learning how to create digital art
• Avid foodie and iced coffee enthusiast

Rachna joined Gilmartin after earning her master’s degree at Brown University in May 2022. Prior to joining Gilmartin, Rachna was an intern consultant at Milken Institute. As a consultant, she mainly worked on highlighting the importance of including diverse perspectives in biomedical research and building out the necessary internal resources and processes to include diversity and inclusion as a primary metric in all future work at Milken Institute as well as the development of a funders guide for Milken Institute partners and the broader community of research funders. While at Brown University, Rachna was also a research assistant to the Director of the Center for Contemporary South Asia.

Rachna holds a Master’s degree in Public Affairs from Brown University and a Bachelor of Science degree in Management and Accounting from Royal Holloway University of London.

Interesting Facts About Rachna

• Passionate Manchester United fan
• Has been scuba diving since the age of 12
• Has completed a 3 peaks challenge in North Wales, United Kingdom

Devon is a Southern California native who joins the Gilmartin Group as an Analyst after graduating from Duke University, where she played on the volleyball team and received a Master’s in Management Studies from the Fuqua School of Business. Prior to Duke, she attended UCLA, where she received a B.A. in Economics and played on the volleyball team for 4 years. She has a passion for sports and business, and spent a quarter participating in a development series with the Philadelphia Eagles.

Interesting Facts About Devon

• Currently learning to play golf
• Believes spaghetti noodles are the worst shape of pasta
• Favorite athlete is MLB player Corey Seager

Prior to Gilmartin, Tanvi worked at JP Morgan as a summer analyst, assisting in offering solutions in investments, lending, trusts and estates planning and helping develop investment strategies and opportunities for clients. Prior to that, she gained consulting experience in various industries including financial services, healthcare and real estate as part of a small organization at Davis. Tanvi also interned as a finance and strategy intern for a smaller biotech company creating forecasts, monitoring financial statements and assisting in investor pitches to raise funds.

Tanvi has a B.A. in Economics from UC Davis along with minors in Business and Technology Management.

Interesting Facts About Tanvi

• Enjoys all adventure sports including white water rafting, mountain biking, rock climbing, etc.
• Has two golden retrievers
• Enjoys listening to music in her free time

Prior to joining Gilmartin, Gabriella worked at Morgan Stanley as an Equity Research Associate covering the Life Science Tools and Diagnostics space. At Morgan Stanley, she assisted her analyst in preparing research reports and conversing with investors on company ratings and recommendations.

Gabriella received her B.S. in Biology and Society from Cornell University in the College of Agriculture and Life Sciences, with minors in Law and Society and Global Health.

Interesting Facts About Gabriella

• I was initially recruited to play tennis in college and somehow ended up rowing! 
• I am a horror movie and crime show junkie
• I always have a key lime pie for my birthday every year instead of a cake 

Prior to joining Gilmartin, Aidan worked as an intern performing equity research on Indian capital markets. He also worked as a teaching assistant for a corporate valuation course at Vanderbilt University, helping students develop discounted cash flow models and ratio-based peer regressions. For his undergraduate thesis project, he managed a paper portfolio for over a year – outperforming multiple industry benchmarks, including the S&P 500.

Interesting Facts About Aidan

• A dedicated Detroit sports fan
• Grew up within eyeshot of Canada, but has never been
• Has a lifelong dream of diving with a great white shark

Jack grew up in Brattleboro, Vermont before starting school at Syracuse University. While attending Syracuse, Jack had multiple internships across industries including equity research and venture capital, focused on research. Most recently, Jack interned at Boston Advisors as an equity asset manager, researching public equities across sectors for the Company’s different portfolio strategies. Before this, he interned at Pilot Lite Ventures, performing competitive analysis and doing market research for a portfolio of IP and products in the consumer products industry.

Jack graduated from Syracuse University with a B.S. in Finance and Accounting.

Interesting Facts About Jack

• Was invited to “test drive” a £300,000 bed in London
• I’ve never broken a bone despite being an athlete for 18 years
• I’m an avid Formula 1 fan

Prior to joining Gilmartin, Matt worked multiple internships as an analyst in E-commerce and real estate startups, particularly focused in social media marketing. During one of his internships, Matt built a pricing model that evaluated social media engagement on both Tiktok and Instagram, which his company used for negotiations with influencers.

Matt holds a B.A. in Economics from New York University’s College of Arts and Science.

Interesting Facts About Matthew

• Enjoys watching all sports but particularly is a die hard New York Mets fan (this is our year)
• Once rode the bus from NYC to San Francisco
• Loves music and plays guitar in his free time (owns a Stratocaster)

Mark Shalam is an analyst at Gilmartin Group, supporting clients in the Life Science Tools & Diagnostics sector. He holds a Bachelor of Science in Business Administration degree with a concentration in Finance from Drexel University’s LeBow College of Business. Before joining Gilmartin, Mark worked as an Assistant Project Engineer at Prologis, the largest industrial REIT in the world. In this role, he collaborated with the NY & NJ development team, successfully managing various development projects exceeding $150M. Prior to that, he gained valuable experience in the real estate brokerage business, playing a pivotal role in guiding investors and sellers through the due diligence process and structuring numerous transactions. Mark is passionate about precision medicine and the benefits modern life science tools and diagnostics companies offer to improve the quality of life for patients.

Mark has a Bachelor of Science degree in Business Administration, with a concentration in Finance from Drexel University’s LeBow College of Business.

Interesting Facts About Mark

• Avid skier
• New York Ranger fan
• Started a new hobby; leathercraft

Prior to joining Gilmartin, Elizabeth worked as a virtual foreign service intern for the US State Department with the US Embassy in Pakistan. In this role, she created and managed programs to promote language learning and support public diplomacy. Elizabeth also worked as a teaching assistant in the Hatchery Makerspace, a lab for collaborative and creative work across academic disciplines. Her experiences designing adaptive technologies for students with disabilities sparked her interest in human-centered engineering and health care innovation.

Elizabeth graduated from Boston College and holds a B.A. in International Studies with a concentration in Global Cultures and Theology.

Interesting Facts About Elizabeth

• Hosted her own weekly radio show for three years in college, playing her favorite alternative pop and rock music
• Broke a Guinness world record in her senior year of high school
• Loves to cook and is constantly looking for new recipes

Prior to joining Gilmartin, Tamsin worked as an intern for Promethos Capital, where she conducted ESG and fundamental research on public companies for the asset management firm’s climate resiliency portfolio. She also co-founded the Energy Solutions group at her college, where she has developed financial calculations and models of 20-year payback periods for energy efficiency initiatives and participated in board conversations around carbon neutrality.

Tamsin holds a B.A. in Economics and Environmental Studies from Bates College, where she was a member of Women in Economics and the ultimate frisbee team.

Interesting Facts About Tamsin

• Taught herself how to surf in the winter in Maine
• Has 4 younger siblings
• Loves coastal hikes at sunset, especially on the Pacific Ocean!

During her time at Berkeley, Sydney worked at Mercury Technologies, a growing company focused on banking for start-ups, to help onboard clients. In this position, she researched and analyzed current start-ups to risk assess applications for appropriate financing. Additionally, Sydney completed a product development internship at the Jackson Laboratory aiding in improving the innovation of chemo-agent products for a client. In the hospital setting, she completed a preceptorship at Kaiser Permanente where she interacted with physicians, nurses, and patients to ensure quality care and understand hospital operations.

Sydney received a B.A. in Integrative Human Biology from UC Berkeley and a Certificate of Entrepreneurship from UC Berkeley College of Engineering.

Interesting Facts About Sydney

• Grew up on an island in Maine before moving to California at the age of 10
• Ran Cross Country and Track & Field for UC Berkeley
• Makes homemade pizza with a new topping every week

Matt brings more than 25 years of client-side and consulting firm experience across finance, operations, business development, and marketing functions.

Prior to Gilmartin Group, Matt was with Emerson Human Capital, a privately-held change management consultancy in the Bay Area, where he was CFO/COO. Emerson’s clients included Apple, Nike, Coca-Cola, NetApp, McKesson and Yeti among others.

Prior to Emerson, Matt spent the bulk of his career at Omnicom Group, a global media, marketing and corporate communications holding company.  At Daggerwing Group, a division of Omnicom Group, Matt was CFO/COO, partnering with company’s founders to provide financial and operational leadership across offices in the US, Canada, UK and Singapore and support global clients including Nestle, HPE, Merck, Bayer. Nissan, and Takeda. Prior to Daggerwing, Matt held various leadership positions at American Express, Credit Suisse, Ernst & Young as well as other parts of Omnicom Group.

Matt holds an MBA from The Wharton School and has a B.S. in Accounting from Binghamton University. In his spare time, Matt enjoys chasing after his 2 boys – Milo (8) and Dash (4) and tasting wine – although almost never simultaneously. Matt is also a crossword puzzle and Scrabble junkie.

Interesting Facts About Matt

• Once opened for Jim Gaffigan
• Slept outside overnight in the Sahara desert, albeit in a queen-sized bed
• Was the Head Writer for Wharton Follies during business school

Sandy Jones brings over 20 years of experience in finance and accounting to Gilmartin Group. Prior to joining Gilmartin, Sandy was the Controller for Worldwise, Inc., the leading manufacturer of branded pet products where she managed the finance and accounting function, including mergers, acquisitions, and financing deals. Previously Sandy spent over ten years working in the technology sector where she managed accounting, budgeting, forecasting, systems implementations, and financial reporting.

Sandy received her BA in Business Administration from Chico State University and additional Finance education from Golden Gate University in San Francisco.

Interesting Facts About Sandy

• Distant relative to President Lincoln 
• Previous small business owner, foster parent, and competitive swimmer
• Always ready to hear and share funny real life stories

Chrissy Godfrey has spent over 30 years in Human Resources, building, developing and elevating HR functions in both the nonprofit and for-profit sectors.  With an emphasis on the employee experience throughout the employment lifecycle, she is a true HR Generalist with expertise in all areas of HR including Recruitment, Onboarding, Performance Management, Training & Development, Benefits and Compensation.  In her spare time Chrissy volunteers with organizations serving youth and families and travels the world on National Geographic Photography Expeditions.

She received her BA degree in Psychology and East Asian Studies from Dickinson College and her MBA from the University of San Francisco.

Interesting Facts About Chrissy

• Speaks conversational Japanese
• Has six rescue animals at home
• Her last National Geographic trip was to the Amazon Rain Forest

Michele Singh is an experienced professional in the financial services industry with a strong background in compliance. With 18 years of experience across various sectors including Fintech, Broker Dealer, Investment Advisor, Alternative Investments, Wealth Management, Banking, and Retirement Plan industries, Michele possesses extensive knowledge of federal securities laws, rules, regulations, and policies & procedures. Michele has played a key role in creating, implementing, and enforcing broker dealer compliance programs.

She holds the FINRA Series 7, 24, 66 professional licenses and has a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo, CA.

Interesting Facts About Michele

• Set a goal to read 50 books in 2023
• Has visited Costa Rica 4 times, though her last trip was almost 10 years ago (she’s hoping to go back again soon)
• On weekends, you can find her cheering her heart out for her kids at whatever sport is in season. She’s their number one fan and loves being part of their sports adventures.

Brittany joins Gilmartin Group with 6+ years of experience leading creative services efforts, specializing in project management, marketing, brand identity, and graphic design. She most recently worked as the Creative Services Manager and Graphic Designer for a leading Investor Relations and Corporate Communications firm in New York City where she serviced a diverse range of life science and healthcare companies.

Brittany graduated from Marist College with a major in Merchandising and a double minor in Business Administration and Global Studies.

Interesting Facts About Brittany

• Hiked the top 5 tallest peaks in Maine by the age of 13
• Has traveled to half of the countries in the E.U.
• Self-proclaimed master chef with specialty in Italian cuisine

Ida Parcon brings over twenty years of accounting and finance experience to Gilmartin Group. Her experience spans all aspects of accounting, including cost and project accounting. Ida spent parts of her career as a consultant working for brands you might recognize such as Bart, Peet’s, Simmons. Before Gilmartin, Ida was an Accounting Manager, at Emerson Human Capital, a boutique Change Management consultancy.

Interesting Facts About Ida

• Former member of a Filipino dance troupe based in Oakland.  Performed at festival and shows all over the bay area.
• Happy place is watching musical theater or a live concert
• Tackled iFLy (indoor skydiving) and that’s as far as I will go

Miranda Meyer brings over 12 years of administrative experience to Gilmartin Group. Her experience in all aspects of administration, specifically supporting executives in the financial industry includes scheduling, event planning, and office management. Miranda spent most of her career at SPO Partners, a hedge fund in Mill Valley where she partnered with C-level executives. Before Gilmartin Miranda was Executive Assistant to the CIO and two Managing Directors at UCSF’s Foundation Investment Company, a non-profit in San Francisco.

Interesting Facts About Miranda

• Is the proud mother of a teenage son
• Loves outdoor walking and hiking
• Still owns her entire CD collection from high school

Samuel grew up in the heart of Pennsylvania’s storied Williamsport, amidst the legacy of timber and the triumphs of the Little League World Series. Samuel’s journey broadened its roots at Syracuse University. Fueled by an unwavering passion for challenge and innovation, he forged a dynamic path through a rich tapestry of experiences.

From trailblazing innovative title operations in upstate New York, untangling the intricacies of deeds and conveyance, to San Francisco’s tech world, his mission has always been delivering fresh insights and bespoke solutions.

The magnetic pull of the California coast beckoned after traversing Martha’s Vineyard and Lake Tahoe. His tenure in asset-based lending sparked a fervor for early computers that eclipsed his financial pursuits, propelling me into the ever-evolving tech sphere.

Steering the helm at tech behemoths like Pacific Bell Mobile Services (PBMS), instrumental in shaping industry giants AT&T Mobility and T-Mobile, he honed his expertise across diverse sectors—crafting IT infrastructure at Chevron and spearheading IT management at Centex Homes and Bolt Threads.

His journey instilled crucial lessons—primarily, that IT should be a catalyst, empowering businesses to soar while strategically fostering a competitive edge.

Beyond the corporate arena, Samuel discreetly wielded his expertise, collaborating to dismantle a notorious hate group site, weathering the tumultuous waves of the dot-com bust and mortgage crisis. As an IT consultant and MSP leader, he thrived, driven by tying technology to business needs, but ultimately his ceaseless fascination for organizational intricacies drew him back to the corporate world.

Off-duty, his passions flourish in global exploration, culinary escapades, immersive film festivals, and advocating for non-profits. Samuel’s ace? Mastering the precision of email delivery optimization—ensuring messages strike precisely where they wield the most influence, the inbox, igniting commitments and propelling donations.

Interesting Facts About Samuel

• Collaborated with law enforcement to dismantle an interstate fraud ring using meticulous and novel, for the time, credit report tracking
• Walked around the top of the wall surrounding the Old City of Jerusalem, and waited in line, and got into Studio 54, but not on the same day

Tucker brings 2 years of experience pretending he is a rug, sneaking a snooze on the couch and occasionally alerting people to package delivery, doorbell ringing or suspicious activity outside. As a non-financial contributor, he focuses on outdoor activities and optimizing sleep when things are slow. He is intelligent, well-read and handsome.

Tucker went to obedience school for 4 weeks and came back with no appreciable skills. He does not have an advanced degree. He is, after all, a dog.

Interesting Facts About Tucker

• Is zero percent scary unless you are a sock, stuffed animal or sunglasses in which case he is fearsome
• Favorite book is How to Relax by Thich Nhat Hanh
• Has learned how to open the door to let himself out
• Is the only retriever who neither retrieves nor swims