Josh Early
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Josh Early

Josh is an investment analyst at the firm. Before joining, he was a project supervisor at Ryan Homes. Josh has a Bachelor of Arts in Government and Foreign Affairs from Hampden-Sydney College and a Master of Business Administration from The College of William and Mary.

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More than 125 years of capital financing in one team

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John B. Levy

John B. Levy

John is president of the firm, leading its equity & debt placement and research functions since founding the company in 1995.

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Sandler D. Passman

Sandler D. Passman

Sandler is an equity banker, leading the firm’s sales and marketing, relationship management, and operational analysis efforts.

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Dale Wittie

Dale Wittie

Dale leads the firm's Affordable Housing Financing program. Dale previously served 25+ years at Virginia Housing, overseeing its multifamily financing programs.

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