Our team list

  • Partick O’Hara

    Head of Institutional Sales
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  • William Hanavan

    Senior Managing Director
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  • Jeffrey Morfit

    Head of Investment Banking

    The founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed it to the successful behemoth it is today. He is known...

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  • William McCance

    President of TAG Group

    Being the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm and lead the company where it needed to go. He is known for...

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  • Ryan Ebner

    Lead Analyst

    She is an accomplished business developer. Her skills at creating relationships with clients are legendary; her pitches are amazing, and her technical knowledge...

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  • Ryan Hanavan

    Head of Capital Markets

    He has helped Business WordPress Theme reach new heights and enter new markets. His skills of understanding market perception are unparalleled, and he has positioned...

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How can we help you?

Contact us via our Advisory Group Equity Services phone line or submit a business inquiry below.

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