Investment Bankers in Arizona

Rick Pendykoski
Founder and Owner of Self Directed Retirement Plans LLC
Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ. He has over 30 years of diverse experience in the field of investments. His focus as an advisor changed ten years ago when he researched the world of self directed accounts and...
Goodyear, Arizona
(866) 639-0066
Glenn Lippman
Consulting Physician/Partner at Vertess
I bring over 40 years of professional experience to Vertess – my work includes being a practicing psychiatrist, a medical administrator, and an educator. During my career, I have served as a Medical Director in both the public and private settings. I have also been a Residency Director and Chair of...
Tucson, Arizona
(602) 885-2069
Nancy Newberry
Managing Director and Partner at Vertess
Before assuming my Managing Director and Partner position with Vertess, I have had multiple executive roles in the intellectual/developmental disabilities (I/DD) and behavioral healthcare fields. These included being the CEO of an Arizona behavioral healthcare agency that served over 12,000...
Tucson, Arizona
(512) 809-4981
Tom Schramski
President and Managing Partner at Vertess
I am a Certified Merger+Acquisition Advisor (CMAA), consultant, and entrepreneur with over 35 years of very successful leadership experience in the healthcare marketplace, including co-founding and building a $25 million human services company. My M+A background has incorporated national seller and...
Tucson, Arizona
(520) 975-5347
Bill Miller
Managing Director at Clear Growth Capital
Mr. Miller leads new client origination and mergers and acquisitions activity at Clear Growth. Mr. Miller is active in local and regional business associations and has many professional referral contacts. He also serves on several business association boards. Mr. Miller was formerly in the travel...
Scottsdale, Arizona
(480) 355-8413
Norman Clarke
Managing Partner at Clarke Advisors LLC
Founder, CEO and Senior Managing Partner for Windstone Capital Partners, Inc. for 8 years. Developed 15 person Investment Banking firm covering the Western part of the U.S. and providing Private Equity placements as well as MA transactions. Completed over $450 million in transactions. Prior to...
Carefree, Arizona
(480) 488-1929
Jon Young
Tucson, Arizona
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