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    OUR TEAM
DEDICATED,
EXPERIENCED TEAM
AVERAGING 12 YEARS
WITH THE FIRM
“When I think about The Equity Group, professional, responsive, initiative, enthusiastic, thorough, and fun to work with, are the words that come to mind.”
JEAN MADAR
CHAIRMAN & CEO
INTER PARFUMS
(NASDAQ:IPAR)
OUR TEAM CAN HELP GUIDE YOU
The Equity Group’s experienced, dedicated team averages 12 years with our firm, which provides continuity to our clients and their stakeholders, and allows us to truly become a part of each client’s team. Our team provides clients with exceptional investor communications skills, expertise in small-cap advisory, and a broad investment community network.
Each client works closely with a senior member of our firm; we continue to pursue growth at a measured pace in order to maintain quality. Additionally, The Equity Group’s administrative staff is extremely capable, supporting well-organized and efficient IR programs.
Our culture is excellence and integrity in everything we do, with the utmost commitment to delivering value for our clients. We take the time to gain a depth of knowledge about the companies and people we serve, which enables us to add real value. We are a highly collaborative team, working together to deliver results and build long-term partnerships with our client companies.
Loren G. Mortman
President & CEO
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Devin Sullivan
Managing Director
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Lena Cati
Senior Vice President
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LINDA LATMAN
Senior Vice President
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Margaret Chinkel
Director of Finance & Administration
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Karin Daly
Vice President
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Jeremy Hellman, CFA
Vice President
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Carolyne Y. Sohn
Vice President
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Alice Zhang
Associate
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Val Ferraro
Analyst
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David Shayne
Analyst
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Joseph Giammona
Senior Client Coordinator
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Jennifer Kilpatrick
Senior Client Coordinator & IT Manager
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Angela Lewis
Senior Client Coordinator
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