Scott Finley

Casey ColelloCorporate Services

Scott Finley Associate, IT Ph: +1.713.333.5423 Scott Finley serves as an IT Associate. Finley was previously an IT assistant for USA Environment LP. Before that, FInley was an IT intern at Landry’s Inc. He holds a BAS in Information Technology from the University of Houston Clear Lake and an AAS in Instrumentation Technology from San Jacinto College.

Kaitlyn Jackson

Casey ColelloCorporate Services

Kaitlyn Jackson Analyst, Corporate Finance Ph: +1.713.333.5425 Kaitlyn Jackson serves as an Analyst in Corporate Finance. She holds a BBA in Finance from the University of Houston.

Garrett Brown

Casey ColelloCorporate Services

Garrett Brown Associate, Corporate Finance Ph: +1.713.333.6130 Garrett Brown serves as an Associate in Corporate Finance. Brown previously served as an assurance senior associate at PricewaterhouseCoopers. He holds a BBA in Management and Marketing and a BS in Psychology from the University of Houston. Additionally, he is a Certified Public Accountant.

Bonita Ortega

Casey ColelloCorporate Services

Bonita Ortega Associate, Corporate Finance Ph: +1.713.333.5271 Bonita Ortega serves as an Associate in Corporate Finance. Ortega previously served as an office assistant with Logic Services LLC. Ortega holds a BBA in Accounting from the University of Houston.

Karla Toledo

Casey ColelloCorporate Services

Karla Toledo Director, Corporate Finance Ph: +1.713.337.4509 Karla Toledo serves as a Corporate Finance Director. Toldeo previously worked as an assurance senior at Ernst & Young LLC. She holds a BA in Accounting from the University of Puerto Rico. Additionally, she is a Certified Public Accountant and a Certified Fraud Examiner.

Wendy Rodenbeck

Albert De La PortillaCorporate Services

Wendy Rodenbeck Executive Director, Corporate Finance Ph: +1.713.333.3855 Wendy Rodenbeck serves as an Executive Director in Corporate Finance. Rodenbeck previously worked as a consultant for Sirius Solutions and provided consulting services to TPH& Co. She holds a BA in Accounting from Texas A&M University. Additionally she is a Certified Public Accountant.

Grace Frost

Casey ColelloCorporate Services

Grace Frost Director, Compliance Ph: +1.713.333.7130 Grace Frost serves as a Compliance Director. Frost previously worked as a compliance examiner at Cadaret, Grant & Co., Inc. Before that, Frost was a licensing and registration specialist at Synovus Securities, Inc. She holds a BA in French with a minor in Business from The Ohio State University.

Elizabeth Wood

Casey ColelloCorporate Services

Elizabeth Wood Executive Assistant, Equity Research Ph: +1.713.333.3896 Elizabeth Wood serves as an Executive Assistant in the Equity Research division. Wood previously was an assistant manager with Vince. She holds a BA in Education from the University of Mississippi.

Morgan McNew

Casey ColelloCorporate Services

Morgan McNew Payroll Associate Ph: +1.713.333.3864 Morgan McNew serves as the Payroll Associatefor the firm. McNew previously served as the payroll delivery specialist for AON Hewitt. She holds a BA in Communications from Texas A&M University.

Jennie Miller

Casey ColelloCorporate Services

Jennie Miller Counsel Ph: +1.713.333.2970 Jennie Miller serves as Counsel for the Firm. Miller was previously a corporate attorney at Andrews Kurth Kenyon LLP, where she focused on private equity, M&A and capital markets deals in the energy industry. Miller holds a BS in Applied Mathematics with a minor in Systems Engineering from The University of Virginia and a … Read More