People – Carl Marks Securities

Mark brings deep knowledge, understanding and perspective to create recommendations tailored for his clients and their specific issues.

President

Evan Tomaskovic

Evan specializes in capital market solutions to maximize value for his clients.

Chief Executive Officer

Daniel Roberts

Dan is the Chief Compliance Officer for Carl Marks Securities.

Chief Compliance Officer

Jon Roberts

Jon is the Director of Compliance for Carl Marks Securities.

Director of Compliance

Robert Speer

Bob is the Financial and Operations Principal for Carl Marks Securities LLC.

Principal Financial Officer

Warren H. Feder

Warren specializes in creating customized solutions that perfectly fit each distinct situation.

Principal

Marye Moran, CFA

Marye has over 5 years of operational consulting and investment banking experience focusing on strategy, financial analysis, and liquidity planning.

Registered Representative

Jonathan P. Bushnell

Jon specializes in providing financial advisory and transactional services to family-owned and closely held middle-market businesses.

Registered Representative

Mehyar Afkari

Mehyar has 5 years of investment banking and transaction experience, advising management teams, boards of directors, lenders, and investors across M&A and leveraged finance transactions.

Registered Representative

David Endo

David works collaboratively with a variety of stakeholders across the capital structure to increase value for both public and privately held companies.

Registered Representative

Benjiman B. Godbout

Ben brings a comprehensive combination of investment banking and financial & operational expertise in providing capital raises, M&A, and valuations.

Registered Representative

Michael Gordon

Michael has over 10 years of experience in corporate mergers, acquisitions, leveraged buyouts and capital raises across a broad range of industries.

Registered Representative

Alec Haesler, CFA, CPA

Alec is a hands-on, collaborative partner who works closely with management teams and other stakeholders to achieve positive outcomes.

Registered Representative

Charles Hill

Charlie's investment banking experience includes advising companies on a wide range of financial advisory assignments. He has experience in corporate mergers, acquisitions, restructurings, leveraged buyouts, and capital raises.

Registered Representative

Brock Hudson

Brock specializes in structuring and leading complex and innovative acquisitions, divestitures and financial transactions and capital raising in the oil & gas sector.

Registered Representative