About Us

Lynn spent the first half of her career as a Wall Street equity research analyst and investor focused on evaluating innovative companies within the medical device and healthcare sector. She pivoted in 2008 to strategic consulting with emphasis on investor relations, capital markets advisory and support in forecasting financial and operational milestones. Having created and executed investor relations programs and strategies for over 100 companies (public and private) at various stages of development, Lynn has a proven track record of success. She is actively involved with her clients, enabling companies to effectively communicate their business strategy, operational goals, and financial profile to Wall Street constituents. Lynn and the team at Gilmartin work with many of the most successful IPOs in the medical technology sector, advising initially on capital markets and IPO readiness, and continuing on, partnering on IR strategy and long term shareholder engagement.

Prior to founding Gilmartin Group, Lynn was a Managing Director at Westwicke Partners offering strategic counsel to public and private entities, with specific emphasis on medical technology, diagnostics, and life sciences. Lynn was previously a Founder and Portfolio Manager at Aphelion Capital, a healthcare fund focused on public and private investments and prior to that, was a Partner at Thomas Weisel Partners (now Stifel Nicholas) and a Sr. Vice President at Adams & Harkness & Hill (now Canaccord Genuity) in equity research.

Lynn holds the CFA designation, has a MS in Finance from Boston College Carroll School of Management and a BA in Environmental Science and Mathematics from University of Vermont. When not working, Lynn spends time with her family (and dog) outside as much as possible. She serves on the board of directors of Slide Ranch, a non profit committed to environmental stewardship and education.

Interesting Facts About Lynn

• Loves the spoiler alert – usually reads the last chapter first
• Proud but sheepish member of the math team in high school
• Recently started taking Spanish lessons with her daughter
• Enjoys back-country camping, hiking, and skiing

Ami has over 15 years of biotech investor relations experience through both agency and corporate roles.

Prior to joining Gilmartin, Ami was the Executive Director of Investor Relations and Corporate Communications at Rallybio. Before that, Ami was the Director of Investor Relations at Aerie Pharmaceuticals. Ami spent the majority of her career in roles of increasing responsibility at Burns McClellan, a New York-based life science IR and PR firm, where she developed and managed public company IR programs for various biotechnology and specialty pharmaceutical clients, as well as oversaw several of the firm’s investor days. Outside of IR, Ami also spent a year in business development with UK Trade and Investment, where she was responsible for assisting US-based biotechnology and medical device companies understand the business opportunities that exist in the United Kingdom.

Ami has a Masters in Public Health from George Washington University and Bachelor’s in Biology from Duquesne University.

Interesting Facts About Ami

• Has been kickboxing for almost 10 years – it is usually where people can find her most days after work.
• Spent three years of her childhood in Kobe, Japan and still considers it to be home.
• Huge supporter of all women’s sports, especially women’s basketball.

Marissa has over a decade of experience across strategic consulting, investor relations, and capital markets roles with a focus on innovative medtech, digital health, and tools and diagnostics companies. Prior to joining Gilmartin Group, she worked in medical device equity research at Morgan Stanley (#1 ranked Institutional Investor medtech equity research team), supporting coverage of large and SMID-caps and building financial models, valuation frameworks, and market analyses for private, emerging-growth, and scaled public companies. She began her career in equity capital markets and holds a degree in Economics with honors from Brown University.

Interesting Facts About Marissa

• After nearly 10 years in NYC, prefers her Bay Area office with a mountain-side view
• Has a knack for solving murder mysteries… but always prefers to be wrong!
• Loves working with kids & teens- has been a Big Brothers Big Sisters mentor since 2015

Greg Chodaczek has over 25 years of experience in corporate finance, communications, corporate strategy and equity research. Greg has been instrumental in driving investment decisions across all sectors of healthcare and his Wall Street background spans two decades with both buyside and sell-side leadership roles.

Prior to joining Gilmartin, Greg spent many years as an Equity Research analyst covering the medical technology sector at several emerging growth banks including First Analysis, Sterne Agee CRT and B. Riley & Co where he primarily focused on small and mid-capitalization companies. He began his Wall Street career at Pilgrim Baxter where he eventually led healthcare equity research and managed over $2B in equity assets. Previously, he held several corporate finance positions at UPS and Scientific Atlanta.

Greg received a BS in Finance from Villanova University and an MS in Finance from the Robinson College of Business at Georgia State University.

Interesting Facts About Greg

• Recently adopted a six-year old English Springer Spaniel named Chloe
• Built a 3D printer from scratch
• Plays in a weekly ice hockey league
• Would rather be on the Chesapeake Bay sailing

David is a managing director at the Gilmartin Group, leading a team advising clients focused in the Life Science Tools, Diagnostics, Healthcare Technology and Services sectors. He started at Gilmartin in January 2020 after almost 20 years as an equity portfolio manager and research analyst with Goldman Sachs Asset Management, Citadel, Moore Capital and Suvretta.

David has extensive experience advising senior executives and sponsors on public/private investor relations strategy, public/private capital raising, business strategy, capital allocation and office of the CFO. While at Gilmartin, David has helped companies execute over $5B of equity capital transactions to help support the growth of their businesses.

David has helped over 35 clients to navigate the capital markets by developing credible messaging, keeping management well informed and establishing relationships with investors, analysts and bankers. Helping to inform client engagements, while an investor, David invested in companies across all sub sectors of the Healthcare universe and participated in more than 150 IPO and follow-on offerings.

David received his BSBA with a concentration in Finance from the University of Richmond. David is a CFA Charterholder.

David lives in Chatham, New Jersey, with his wife, two daughters and two rescue labrador retrievers.

Interesting Facts About David

• Has supported his two daughters by attending almost every junior women’s travel volleyball venue on the east coast.
• Is always on the lookout for a good beach vacation recommendation
• An enthusiastic fan of the Dave Matthews Band since first seeing them perform while attending the University of Richmond in the mid 1990’s

Brian Johnston joined Gilmartin Group in 2019 and is based in New York. He partners with leaders across the medical device space to develop and operationalize comprehensive investor relations and capital markets strategies as they navigate critical inflection points—from early-stage venture fundraising and crossover rounds to IPOs and high-growth execution.

With over a decade of experience, Brian has advised dozens of private and public MedTech companies through high-stakes transitions. He helps management teams address the evolving demands of Wall Street and their Boards—crafting strategies to communicate long-term vision and value amid uncertainty, secure fair valuations, and manage stakeholder expectations with clarity and confidence.

Brian leads a cross-functional team that supports both the strategic and tactical elements of IR and capital markets advisory. His work spans narrative development, investor targeting, earnings and event preparation, and communication planning across clinical, regulatory, and commercial milestones. Since joining Gilmartin, Brian has played a central role in establishing the firm as the market-leading MedTech IPO advisory platform—helping executives maintain executional focus while building lasting value and durable credibility in the market.

Prior to Gilmartin, Brian was part of The Ruth Group’s healthcare practice, where he supported clients through critical corporate milestones and investor-facing initiatives. Earlier in his career, he worked as a financial analyst at a New York-based family office and served as a communications and strategy consultant to the New Orleans City Council.

Brian earned his BA in Economics and International Relations from Tulane University, graduating with honors.

Interesting Facts About Brian

• Long Island native who never misses an opportunity to visit the beach
• Takes a Sisyphean approach to visiting every hidden gem restaurant in New York
• Can be found recharging on hikes and aimless city strolls — has hiked in 10 national parks (and counting!)
• Was a paid cast member on one episode of Saturday Night Live

Stephen has nearly a decade of healthcare agency experience, specializing in the strategic and tactical implementation of investor relations programs in the biotechnology and specialty pharma sectors.

Prior to joining Gilmartin, Stephen spent seven years at Westwicke ICR, a strategic investor relations firm, advising both private and small/mid cap biotech companies on corporate messaging and capital markets strategy. He has extensive experience in both the pre-IPO advisory process, as well as the development and management of public company IR programs. Prior to that, Stephen worked for Legacy Health Strategies, where he worked alongside leading pharmaceutical and medical device companies to grow their patient engagement platforms.

Stephen received a BA in Economics from the University of California, Santa Barbara.

Interesting Facts About Stephen

• In his free time, he coaches boys high school volleyball
• An avid golfer, and has played (and ranked) every course in San Diego County
• Favorite app on his iPhone: New York Times Crossword

Monique brings over two decades of Wall Street and Capital Markets experience as an investor relations professional and small-cap institutional investor. Prior to Gilmartin, Monique was a Managing Director at LifeSci Advisors working with companies to develop thoughtful investor relations strategies designed to convey each client’s value proposition. Prior to her career in IR, Monique spent 15 years as an institutional portfolio analyst at both large multi-national firms and small boutique funds investing in small-cap healthcare companies. Her in-depth, bottom-up analyses supported her investment and sector allocation decisions.

Monique holds an MBA in finance from New York University Stern School of Business and dual degrees in Chemistry and German from St. Olaf College in Northfield, MN.

Interesting Facts About Monique

• Monique has completed 10 Ironman races and is thinking about an 11th
• She is just back from a year abroad in Nairobi, Kenya
• She is deathly allergic to peanuts, but she lives life on the edge and doesn’t carry an EpiPen

For over 20 years, Graham Morrell has worked at the intersection of finance and life sciences. Drawing upon his experience as an institutional equity trader over the first half of his career, he has become a trusted senior strategic advisor to dozens of private and public biopharma companies seeking guidance through the capital markets and assistance in accomplishing their missions.

Prior to joining Gilmartin, Graham was the founder of Paddock Circle Advisors, a strategic advisory firm providing investor relations, corporate communications, corporate development and capital markets services to the life sciences industry. There, he aided biopharma companies, such as Bavarian Nordic, Merus, Wave Life Sciences, VectivBio and Therini Bio, in defining their corporate strategies, crafting compelling investor relations and corporate communications programs, pursuing business development opportunities and achieving their fundraising goals.

Previously, Graham led the Boston office of The Trout Group, a global life sciences investor relations firm, and its registered broker-dealer affiliate, Trout Capital. In addition to advising on the strategic initiatives and managing the investor relations activities of his clients, he served as a conduit to the investment community for the majority of the firm’s ~80 biotech companies through the facilitation of roadshows and financings.

Before transitioning to helping life sciences companies navigate the Street, Graham was an institutional equity trader on both the buy- and sell-side, specializing in healthcare and financials, at firms including Fidelity Management and Research, Balyasny Asset Management and Canaccord.

Graham received a B.A. in Government from Harvard University, where he was also a member of men’s varsity ice hockey team.

Interesting Facts About Graham

• While in school, he drove the Zamboni and mowed the athletic fields
• He and his wife, Kathryn, both coach youth hockey in the Boston area
• Enjoys landscaping, cooking and fishing in his spare time

Matt leads the business development and marketing efforts for Gilmartin Group. He brings over ten years of Wall Street experience with specific expertise in the healthcare sector. Prior to joining Gilmartin, Matt was a Managing Director at LifeSci Advisors focusing on business development as well as building and executing investor relations programs and financing strategies for client companies in healthcare. Previously, Matt spent several years at The Ruth Group. In addition to building and managing investor relations programs broadly there, he specialized in connecting emerging healthcare companies with institutional investors, venture capitalists, sell-side analysts, and the investment banking communities. Prior to The Ruth Group, Matt worked at Brean Capital in various roles including institutional sales, syndicate and corporate access, where he was Head of the corporate access desk and participated in several successful healthcare company financings over the course of his tenure.

Matt received his BA in Finance from the City University of New York, College of Staten Island.

Interesting Facts About Matt

• Avid home chef, always looking for new cuisines to master
• Can be spotted often with his wife and new dog Otto walking around the streets of NYC
• As the youngest of six children, has conquered sarcasm
• Overcame encephalitis at age of 18, however never found the mosquito who bit him

Prior to joining Gilmartin, Nick began his career at Solebury Trout where he assisted in the planning and execution of comprehensive investor relations programs for both public and private biopharma companies. In addition to providing clients investor relations programs, Nick played an important role in the private placement practice, assisting clients in bringing in institutional investors in private market offerings, as well as managing the processes for the financings.

Nick received a B.A. in Economics from the College of the Holy Cross.

Interesting Facts About Nick

• Enjoys spending time exploring New York City and all it has to offer.
• Despite not taking Latin in years, still gets excited when he sees a phrase and can try to translate it.
• A lover of any and all spicy food.
• An avid New England Patriots and Boston Celtics fan.

Louisa specializes in building comprehensive investor relations strategies for public and private MedTech companies, encompassing analytics-based advisory services and capital markets guidance for companies pre and post IPO process. She is experienced in advising clients on effectively communicating their value proposition to institutional investors and industry stakeholders across the healthcare sector, specifically in med devices.

Before Gilmartin, Louisa was Managing Director of the NO/LA Angel Network, leading a 135+ member angel investor group where she managed deal flow, due diligence, and portfolio activities for early-stage companies seeking funding. Additionally, she served as Manager of The Pelican Angel Fund, a pooled investment vehicle focused on Seed and Series A investments in high-growth, innovative startups.

Louisa holds an MBA with a concentration in finance from Tulane University’s AB Freeman School of Business and a BA in Political Science with a minor in Psychology, cum laude, also from Tulane.

Interesting Facts About Louisa

• Interior design enthusiast- always browsing for antique furniture and second-hand finds
• Coveted karaoke performer- constantly refining a list of crowd pleasers
• Learned to drive on a stick shift- an early edition 1988 Jeep Wrangler
• Fosters dogs on their journey from the shelter to forever homes- 10+ and counting

Since joining Gilmartin Group in 2016, Trip has been deeply engaged creating customized investor relations programs backed by data-driven, best practices for MedTech and Diagnostic companies. Through proactive collaboration he assists management teams with the crafting of strategic messaging and its tactical delivery throughout the investment community and corporate stakeholders.

Prior to joining the Gilmartin Group, Trip held various analytical and finance roles. Previously, Trip was at IPS Strategic Capital providing quantitative analytics, and account management services. Prior to IPS, Trip was a supply chain analyst at Centura Health where he provided capital equipment and supplies planning and sourcing services to newly constructed ambulatory health clinics and hospitals.

Trip holds a BS in Finance, with a minor in Marketing from the University of Denver.

Interesting Facts About Philip

• Plays tug-o-war with Zeus, a petite golden doodle, daily
• Is called Trip (short for Triple) because his full name is Philip Hayward Taylor III
• Enjoys spending time in the mountains fly fishing, snowboarding, hiking and biking

Prior to joining Gilmartin Group, Ji-Yon managed investor relations for Myoscience, a medical device company that was acquired by Pacira BioSciences (NASDAQ: PCRX). As part of its finance team and as an analyst, Ji-Yon partnered relationships with their extensive, global investor base, developing effective corporate communications, driving multiple rounds of complex equity financings and handling reporting on financials and metrics. Before Myoscience, Ji-Yon supported notable legal firms, investigating issues and performing research on cases primarily focused on securities litigation.

Ji-Yon received a B.A. in English from U.C. Berkeley and has an Advanced Accounting Proficiency Certificate from Santa Clara University.

Interesting Facts About Ji-Yon

• Classically trained pianist who tried jazz, but failed, and greatly admires pianists who can improvise
• Uber Warriors fan (non-bandwagon)
• Enjoys hiking and running on trails surrounded by Redwoods

Erik has been with Gilmartin since the fall of 2020 working exclusively on Life Science Research Tools and Diagnostics companies. He has supported five IPO’s and seven secondary transactions, with total capital raised in excess of 2.5 Billion dollars. Erik has been a leader in private equity and debt financing processes for US and international companies. While at Gilmartin, Erik has worked with several public companies to lead, and support, Investor Relations programs. Prior to joining Gilmartin, Erik spent several years with Ipreo by IHS Markit, where he advised investor relations professionals at small to mega cap Financials companies. As part of the Issuer Solutions team, Erik helped in his clients IR programs by providing stock surveillance, trading insight, targeting recommendations, and investor feedback.

Erik received a B.A. in Economics, with a minor in Mathematics from Union College

Interesting Facts About Erik

• Can often be found running, walking, and dining around NYC
• Loves skiing and sailing with family and friends
• Has a recent obsession with backgammon, which he learned as a kid

Webb joined Gilmartin in 2021 serving clients across Medtech. Most recently, he helped project manage and support Kestra Medical Technologies’ IPO. Prior to joining Gilmartin, Webb was responsible for managing eBay’s Advertising product and technology P&L. Immediately prior, he had completed eBay’s multi-year rotational financial analyst training program, the Finance Future Program, in which Webb served in a variety of financial roles within financial planning and analysis (FP&A), capital markets and forecasting. In addition, Webb was part of the team responsible for foreign exchange, share repurchase, and debt transactions as well as managing corporate consolidations and reporting. Prior to joining eBay, Webb held internship positions at Capital Advisors Group where he was responsible for collecting and analyzing data from venture debt transactions primarily in the life sciences industry.

Webb received a B.A. in Business, and Communications from St. Lawrence University.

Interesting Facts About Webb

• Has travelled to over 30 countries
• Is a retired alpine ski racer
• Enjoys spending his free time on the water surfing and sailing or in the mountains skiing

Prior to joining Gilmartin, Sam spent two years with KPMG’s Asset Management Practice in Dallas and Boston. While at KPMG, Sam managed the day-to-day activities of audit engagements for real estate funds and healthcare-focused private equity and venture capital firms. Before starting full-time with KPMG, Sam interned with Acelity, a global medical device company based in San Antonio, TX where he worked with the FP&A team to prepare quarterly earnings materials and board of directors reports.

Sam earned his B.A. in Business Administration, Accounting from The Cox School of Business at Southern Methodist University (SMU) and then went on to receive a Masters degree in accounting, also from SMU. He is a licensed Certified Public Accountant.

Interesting Facts About Sam

• Has lived in eight different states
• Outdoor enthusiast, likes to spend time hiking, biking, water/alpine skiing
• Passionate Boston Red Sox fan

Prior to joining Gilmartin, Hannah gained experience as a Hedge Fund Accountant for ALPS in Denver, Colorado. After two and a half years, she transitioned into an Investment Banking Analyst role at CapitalValue Advisors where she worked primarily on middle-market sell-side M&A transactions. Hannah has spent time in the healthcare industry consulting for LevelEx, working with their data analytics team.

Hannah holds a B.A. in Mathematics with a General Education Concentration in Chemistry from Bates College.

Interesting Facts About Hannah

• A three-time All-American lacrosse player during her time at Bates College
• Summited Mt. Kilimanjaro
• Avid back-country skier and hiker

William Hoover joined Gilmartin Group in January 2026 as a member of the Life Science Tools and Diagnostics team. He brings extensive experience in investments, financial planning and analysis, and research, with a strong focus on supporting growth in the healthcare sector.

Prior to joining Gilmartin, William was a Financial Manager at AmeriPro Health, where he oversaw financial planning and analysis for a rapidly scaling healthcare organization. His career also includes roles as an Equity Research Associate at Canaccord Genuity, focusing on digital and tech-enabled health companies, and Vice President at Stephens Inc., where he led equity investment analysis for the Private Client Group.

William earned dual master’s degrees—an MBA and a Master of Applied Quantitative Finance—from the University of Denver, and he holds a Bachelor of Science in Economics from the University of Tulsa.

Interesting Facts About William

• William enjoys live music and often attends comedy and improv shows
• He participates in multiple competitive adult sports leagues, including soccer, sand volleyball, and pickleball.
• Has never broken a bone

Prior to joining Gilmartin Group, Claire worked at Stern Investor Relations where she partnered with public and private life sciences companies across all stages of development to implement comprehensive investor relations programs. Previously, she worked as Director of Investor Relations at Gracell Biotechnologies (acquired by AstraZeneca), supporting the company’s IR program through its $240 million IPO in January 2021.

Before transitioning into investor relations, Claire worked in equity research, covering pre-IPO companies at dedicated IPO research provider Renaissance Capital, and REITs and real estate stocks at regional asset manager Manning & Napier Advisors.

Claire holds a BSBA, Cum Laude, in Business Administration from Bucknell University.

Interesting Facts About Claire

• Grew up riding horses competitively and was a member of Bucknell’s equestrian team
• Has three dogs (two flat-coated retrievers and one corgi) and always has a lint roller on hand
• Favorite meal is brunch

Caylene joined Gilmartin Group in 2026 and is based in San Francisco. Caylene leverages her significant capital markets advisory and execution expertise to advise healthcare corporates, primarily partnering with life science tools and diagnostics management teams.

Prior to joining Gilmartin, Caylene spent eight years in healthcare equity capital markets at Bank of America. In this seat, Caylene primarily advised private, small and mid-cap healthcare companies on capital raising strategy, complex corporate actions, and investor engagement. In her time at Bank of America, Caylene managed processes for and executed over 100 IPOs and hundreds of follow-on raises across biotech, medtech, digital health, and life science tools and diagnostics companies. 

Caylene received a B.A. in Economics from Wellesley College

Interesting Facts About Caylene

• In college, co-authored a viral Hamilton-style musical alongside students she’d met through a Facebook meme group  
• Met her future husband while studying abroad in Dublin, and they will later returned there for their wedding
• Was an active Girl Scout until she went off to college, a fact that surprises few people who have met her
• Can often be found reading fantasy literature, hiking, attending trivia nights, or birdwatching   

Jack joined Gilmartin group in 2021 initially based out of the San Franciso office aiding both public and private companies through various stages of growth. Following that, Jack transitioned to Gilmartin’s New York office where he further honed his investor relations, strategic communications, and capital markets knowledge. With experience spanning from MedTech to Biotech, Jack has built a strong fundamental understanding of the broader healthcare landscape. Prior to joining Gilmartin, Jack gained experience with the Equity Group, in New York City, a firm that offers corporate communications and investor relations services to small and mid-cap public companies across a wide range of industries.

Jack Graduated from Bucknell University in 2020 and holds a B.A. in Political Science and Spanish.

Interesting Facts About Jack

• He plays the guitar in his spare time and loves to talk anything music
• He played on the Bucknell club ice hockey team
• His real name is Cornelius James Droogan IV

Prior to joining Gilmartin, Max worked at a San Francisco-based investor relations and capital markets advisory firm. He was responsible for guiding pre-IPO/ pre-deSPAC clients in developing their investor relations capabilities. Max has also spent time working for venture capital firms in biotech and digital health.

Max graduated from the University of Puget Sound, earning a B.A. in International Business with minors in French and Studio Art.

Interesting Facts About Max

• Avid photographer
• Fluent in French
• Enjoys spending his free time playing tennis and hiking

Sander was born and raised in Marin County, CA. Prior to joining Gilmartin in 2026, he worked primarily within the technology sector in San Francisco at both public and private companies through various stages of growth. Most recently at Handshake, Sander worked as a senior corporate financial analyst focused on financial forecasting and presenting results to the executive leadership team. He has also had the opportunity to help take a CIAM company public, ForgeRock, prior to it’s acquisition by Thoma Bravo.   

Sander graduated from the Leavey School of Business at Santa Clara University and holds a B.S. in Finance.

Interesting Facts About Sander

• He is an avid golfer and always looking to play his next round at a new course.
• Sander is a die-hard Bay Area sports and Manchester United fan.
• Most weekends he spends exploring new food options around the Bay Area and petting as many dogs as possible along the way. 
• His favorite passion is volunteering as a youth basketball coach in San Francisco.

Prior to joining Gilmartin, Gabriella worked at Morgan Stanley as an Equity Research Associate covering the Life Science Tools and Diagnostics space. At Morgan Stanley, she assisted her analyst in preparing research reports and conversing with investors on company ratings and recommendations.

Gabriella received her B.S. in Biology and Society from Cornell University in the College of Agriculture and Life Sciences, with minors in Law and Society and Global Health.

Interesting Facts About Gabriella

• I was initially recruited to play tennis in college and somehow ended up rowing! 
• I am a horror movie and crime show junkie
• I always have a key lime pie for my birthday every year instead of a cake 

Prior to joining Gilmartin Group, Michaela spent over two years working in healthcare investment banking at Stifel, assisting public and private healthcare companies across equity and debt financings and M&A transactions. Michaela also interned with Stifel prior to joining full-time, obtaining valuable experience across multiple industry groups. Before Stifel, Michaela held internships with biotech companies, IVERIC Bio and Xilio Therapeutics, working alongside respective executive and investor relations teams. 

Michaela holds a BA, in Business Administration, Finance from Southern Methodist University.

Interesting Facts About Michaela

• Animal lover (grew up horseback riding competitively and her family currently has 5 rescue dogs)
• Passionate foodie and is always looking for new restaurants
• Huge college basketball fan (specifically Duke)

Prior to joining Gilmartin, Matt worked multiple internships as an analyst in E-commerce and real estate startups, particularly focused in social media marketing. During one of his internships, Matt built a pricing model that evaluated social media engagement on both Tiktok and Instagram, which his company used for negotiations with influencers.

Matt holds a B.A. in Economics from New York University’s College of Arts and Science.

Interesting Facts About Matthew

• Enjoys watching all sports but particularly is a die hard New York Mets fan (this is our year)
• Once rode the bus from NYC to San Francisco
• Loves music and plays guitar in his free time (owns a Stratocaster)

Nicholas grew up in Middletown, New Jersey, and attended Syracuse University.  While a student at Syracuse, he worked in various roles across the healthcare industry, gaining exposure to both clinical and research environments. Before moving into investor relations, Nicholas was an Associate Research Fellow in The MacDonald Lab, where he conducted neuroscience research on Rett Syndrome. His work focused on how MECP2-deficient astrocytes impair neuronal development through non-cell autonomous mechanisms, revealing a potential therapeutic target for restoring synaptic plasticity in neurodevelopmental disorders.

Nicholas graduated with distinction from Syracuse University with B.A. in Biology & Neuroscience.

Interesting Facts About Nicholas

• Loves spending time outdoors year-round, enjoying activities like backcountry skiing, wakesurfing, and golf
• Enjoys playing the piano in his spare time
• Has a bucket list of visiting all 63 National parks (I’ve only been to one so far)

Jiya graduated from Tulane University with a Bachelor of Science degree in Mathematics and Neuroscience with a minor in Economics. While attending Tulane, Jiya gained experience across multiple industries through internships focused on research, data analysis, and healthcare applications. Most recently, Jiya worked as a Biostatistics Intern at ChristianaCare, where she performed statistical analyses and data manipulation using R programming.

Prior to this role, she interned at Access Wealth in Dubai, where she attended corporate investment meetings and analyzed statistical reports for both private and publicly owned companies. 

Interesting Facts About Jiya

• Can’t start the day without completing the NYT Spelling Bee
• Avid fiction and mystery reader – has read over 1,000 books on the kindle
• Big skier (has skied in 8 countries and is always looking for a new slope to try)
• Has unusually neat handwriting

Before joining Gilmartin, Jesse was an Analyst at Blueprint Equity, a San Diego-based growth equity firm investing in early-stage B2B software companies. At Blueprint, he was part of the investment team, where he was responsible for deal sourcing and execution. Jesse graduated from San Diego State University with a degree in Financial Services, and while at SDSU, he represented the school in the Venture Capital Investment Competition at the global level. Jesse also held a previous internship in tax accounting.

Interesting Facts About Jesse

• Avid long-distance runner
• Loves spicy food
• I am a die-hard football and basketball fan

Prior to joining Gilmartin, Sarina worked at BPS Bioscience in San Diego as a Research Associate II. At BPS Bioscience, Sarina created custom cell lines for large Biotech companies and assisted in writing reports and speaking with investors. Previously, she held additional Medical and Research Assistant roles focused in healthcare including areas of dermatology, women’s health and life sciences.

Sarina graduated from UNC Chapel Hill with a degree in Medical Anthropology and Chemistry.

Interesting Facts About Sarina

• I had a pet snake growing up
• I am an avid baker
• I was on the reality television shows “Dance Moms” and “Abby’s Ultimate Dance Competition” when I was 12 

Prior to joining Gilmartin, Bo worked at ICR Healthcare in New York as an Associate on their MedTech team. At ICR, Bo assisted public and private company clients in formulating and executing upon their strategic investor relations goals. Previously, he held internship roles in private equity, sell-side equity research, and at a family office.

Bo graduated from Georgetown University with a degree in Art History.

Interesting Facts About Bo

• An avid guitar player
• Summited the Grand Teton
• Outdoorsman and loves skiing, backpacking, and camping

Prior to joining Gilmartin, Isabella worked as an investment banking summer analyst at Morgan Partners, where she assisted in preparing CIMs, building valuation models, and researching target companies.
Isabella also worked as a corporate venture summer analyst for FutureLabs Venture, contributing to the building and scaling of Singapore’s Sembcorp Industries’ decarbonization platform called GoNetZero. In this role, she analyzed clients and partners’ value propositions, go-to-market strategies, and optimal operating structures.

Isabella holds a B.A. Degree in Economics from the University of Chicago.

Interesting Facts About Isabella

• I grew up in Hanoi, Vietnam for sixteen years before moving to Concord, Massachusetts. 
• I have a reddish-brown toy poodle named Bon, who got kidnapped for ransom once. Don’t worry, he’s safe and happily spoiled now!
• I love hosting dinners and trying out new restaurants. 

Carter grew up in Wayland, Massachusetts, and attended Bowdoin College in Brunswick, Maine. While a student at Bowdoin, he held research fellowships and internships in both academic and industrial biomedical labs, gaining experience in molecular biology, immunology, and biochemistry. Before moving into investor relations, Carter was a Discovery Research Intern at Solarea Bio, where he developed a luciferase-based assay to measure microbial production of immune system-modulating compounds.  

Carter graduated from Bowdoin college with a B.A. in Biochemistry and English, and a minor in Japanese.

Interesting Facts About Carter

• Climbed the Grand Teton
• Studied abroad in Kyoto, Japan
• Is a huge Boston Celtics fan

Prior to joining Gilmartin, Erik worked at Wells Fargo as part of an early-talent rotational program spanning sales, credit, and strategy, where he built credit analyses and risk assessments for middle-market companies with $100M–$2B in revenue. He previously interned with Wells Fargo Strategic Capital on the healthcare team, focusing on growth equity investments across medtech and biotech, and earlier held a capital-raising internship in the life sciences space.

Erik graduated from the University of Southern California with a degree in Economics and a minor in Psychology.

Interesting Facts About Erik

• Born and raised in Marin County
• Has completed three Half Ironman triathlons
• Avid bay area sports fan

Grace grew up in Seattle and graduated from the University of Wisconsin – Madison with a BS in Economics and a minor in Global Health. Upon moving to NYC, she began her professional career working with Medicaid and Medicare populations, supporting sales and business development of new health plan contracts and analyzing clinical outcome data. Before that, Grace held multiple roles in hospitals and healthcare settings, capitalizing on her expertise in economics and global health to improve patient care and advocate for more equitable healthcare policies. 

Interesting Facts About Grace

• Has traveled to Antarctica
• Grew up ski racing in the Pacific Northwest
• Has lived in every time zone in the U.S.

Maxi, a San Francisco native, graduated from Pomona College with a BA in Economics, where he completed a senior thesis on the trade-off between drug pricing and pharmaceutical R&D investments.

Prior to joining Gilmartin, Maxi interned at Ocean Trail Partners, where he supported valuation work and market landscaping in the healthcare space; Prospero.ai, where he back-tested equity signals and supported user research; and Pereira O’Dell, where he contributed to brand strategy work for Fortune 500 clients.

Isabella holds a B.A. Degree in Economics from the University of Chicago.

Interesting Facts About Maxi

• All 6 people in his family have names starting with the letter M
• He studied abroad in Cape Town, South Africa
• Outside of work his interests include surfing, basketball, and playing guitar

Arya grew up in Marin County, CA, and earned his B.B.A. in Finance from Loyola Marymount University, where he built a strong foundation in financial analysis and investment strategy.

Prior to joining Gilmartin, Arya interned at Quantumvest, a registered investment advisor with an innovative approach to securities analysis. During his time at the firm, he contributed to the development of investment theses and supported client relationships during periods of market volatility. Earlier, he founded a small business in high school and successfully scaled operations after graduation, generating over $150,000 in revenue.

Arya also brings over four years of independent derivatives trading experience, with a consistent track record of outperforming benchmark indices through disciplined, research-driven strategies.

Interesting Facts About Arya

• Speaks four languages
• Practices Brazilian Jiu Jitsu multiple times a week
• Finds creative inspiration in fashion and music

Gabe Zimmerman, a Northern Virginia native, joins Gilmartin from PGIM, where he held roles in Operational Risk Management, Derivative Operations and Client Operations. In those roles, he worked cross-functionally to support investment operations, risk-related initiatives and client onboarding processes. He also co-led the Penn State x Prudential alumni organization. Prior to joining PGIM full-time, he completed two internships in Securities Lending Trade Operations and Operational Risk Management.

He graduated from Penn State University in 2023 with a B.A. in Economics after spending his first two years at Dickinson College.

Interesting Facts About Gabe

• Played collegiate lacrosse at Dickinson College
• Had a solo role in his high school’s production of Newsies, playing Spot Conlon
• Took part in a service trip on the Pine Ridge Reservation in South Dakota

Matt brings more than 25 years of client-side and consulting firm experience across finance, operations, business development, and marketing functions.

Prior to Gilmartin Group, Matt was with Emerson Human Capital, a privately-held change management consultancy in the Bay Area, where he was CFO/COO. Emerson’s clients included Apple, Nike, Coca-Cola, NetApp, McKesson and Yeti among others.

Prior to Emerson, Matt spent the bulk of his career at Omnicom Group, a global media, marketing and corporate communications holding company.  At Daggerwing Group, a division of Omnicom Group, Matt was CFO/COO, partnering with company’s founders to provide financial and operational leadership across offices in the US, Canada, UK and Singapore and support global clients including Nestle, HPE, Merck, Bayer. Nissan, and Takeda. Prior to Daggerwing, Matt held various leadership positions at American Express, Credit Suisse, Ernst & Young as well as other parts of Omnicom Group.

Matt holds an MBA from The Wharton School and has a B.S. in Accounting from Binghamton University. In his spare time, Matt enjoys chasing after his 2 boys – Milo (8) and Dash (4) and tasting wine – although almost never simultaneously. Matt is also a crossword puzzle and Scrabble junkie.

Interesting Facts About Matt

• Once opened for Jim Gaffigan
• Slept outside overnight in the Sahara desert, albeit in a queen-sized bed
• Was the Head Writer for Wharton Follies during business school

Sandy Jones brings over 20 years of experience in finance and accounting to Gilmartin Group. Prior to joining Gilmartin, Sandy was the Controller for Worldwise, Inc., the leading manufacturer of branded pet products where she managed the finance and accounting function, including mergers, acquisitions, and financing deals. Previously Sandy spent over ten years working in the technology sector where she managed accounting, budgeting, forecasting, systems implementations, and financial reporting.

Sandy received her BA in Business Administration from Chico State University and additional Finance education from Golden Gate University in San Francisco.

Interesting Facts About Sandy

• Distant relative to President Lincoln 
• Previous small business owner, foster parent, and competitive swimmer
• Always ready to hear and share funny real life stories

Michele Singh is an experienced professional in the financial services industry with a strong background in compliance. With over 20 years of experience across various sectors including Fintech, Broker Dealer, Investment Advisor, Alternative Investments, Wealth Management, Banking, and Retirement Plan industries, Michele possesses extensive knowledge of federal securities laws, rules, regulations, and policies & procedures. Michele has played a key role in creating, implementing, and enforcing broker dealer compliance programs.

She holds the FINRA Series 7, 24, 63, 99 professional licenses and has a Bachelor of Science degree from California Polytechnic State University, San Luis Obispo, CA.

Interesting Facts About Michele

• Her kids convinced her to ride the Big Dipper and the Double Shot! at the Santa Cruz Beach Boardwalk.
• On weekends, you can find her cheering her heart out for her kids at whatever sport is in season.
• When she does have a moment to herself, you can find her reading.

Brittany Correia is a seasoned creative professional with over a decade of experience in marketing, brand identity, and graphic design. With a strong foundation in project management and cross-functional collaboration, she brings a thoughtful, strategic lens to creative execution. Brittany most recently served as Creative Services Manager and Graphic Designer at a leading Investor Relations and Corporate Communications firm in New York City, where she supported a wide range of healthcare and life sciences clients.

She holds a Bachelors Degree from Marist College, with minors in Business Administration and Global Studies.

Interesting Facts About Brittany

• Hiked the top 5 tallest peaks in Maine by the age of 13
• Proud dog mom to a rescue lab retriever
• Learned to surf at 30 and hasn’t stopped talking about it since

Ida Parcon brings over twenty years of accounting and finance experience to Gilmartin Group. Her experience spans all aspects of accounting, including cost and project accounting. Ida spent parts of her career as a consultant working for brands you might recognize such as Bart, Peet’s, Simmons. Before Gilmartin, Ida was an Accounting Manager, at Emerson Human Capital, a boutique Change Management consultancy.

Interesting Facts About Ida

• Former member of a Filipino dance troupe based in Oakland.  Performed at festival and shows all over the bay area.
• Happy place is watching musical theater or a live concert
• Tackled iFLy (indoor skydiving) and that’s as far as I will go

Lauren Banducci brings over a decade of experience supporting C-level executives in the financial services industry. She has a strong background in calendar management, travel planning, event coordination, and office management. Lauren began her career as an Executive Assistant to the Founding Partner at Technology Crossover Ventures in Palo Alto, CA. After relocating to Petaluma, CA, she served as the Executive Assistant to the CEO at Lagunitas Brewing Company. Lauren later returned to the financial services sector, supporting the Managing Partners at Slewgrass Partners and Alta Partners.

Interesting Facts About Lauren

• Favorite activities are pickleball and hiking. She loves hiking so much that her husband asked her to marry him at Cataract Falls on Mt. Tam in Marin.
• Completely obsessed with her French Bulldog Gus, and never considered herself a “dog person” before Gus
• Tends to tell people she has 3 boys….her amazing 13 and 15 year old boys, and of course Gus

Tucker brings 2 years of experience pretending he is a rug, sneaking a snooze on the couch and occasionally alerting people to package delivery, doorbell ringing or suspicious activity outside. As a non-financial contributor, he focuses on outdoor activities and optimizing sleep when things are slow. He is intelligent, well-read and handsome.

Tucker went to obedience school for 4 weeks and came back with no appreciable skills. He does not have an advanced degree. He is, after all, a dog.

Interesting Facts About Tucker

• Is zero percent scary unless you are a sock, stuffed animal or sunglasses in which case he is fearsome
• Favorite book is How to Relax by Thich Nhat Hanh
• Has learned how to open the door to let himself out
• Is the only retriever who neither retrieves nor swims