Meet Our Team

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The Team at Ventura

 
Featured
Neil M. Brozen, CPA*
Neil M. Brozen, CPA*

CEO and Board Chair

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Mary Wertz, JD
Mary Wertz, JD

Chief Strategist and Board Member

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Gina Macleod
Gina Macleod

COO

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Natasha Sourova
Natasha Sourova

Executive Assistant

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Mary Johnson, CPA*, QKA
Mary Johnson, CPA*, QKA

Executive Vice President

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Alex Perry, ASA
Alex Perry, ASA

Managing Director and Board Member

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Nikita Agarwal, CVA
Nikita Agarwal, CVA

Director

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Jennie Msall, CVA
Jennie Msall, CVA

Director

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Maria Frontera Cambronero, CPA
Maria Frontera Cambronero, CPA

Director

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Michael Lovett, ASA
Michael Lovett, ASA

Director

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Aashna Kampani
Aashna Kampani

Relationship Manager

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Darvyn Jean-Baptiste
Darvyn Jean-Baptiste

Relationship Manager

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Diksha Surana
Diksha Surana

Senior Analyst

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Sana Kalra
Sana Kalra

Senior Analyst

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Amanda (Pinrui) Su
Amanda (Pinrui) Su

Senior Analyst

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Whitney Manning
Whitney Manning

Director of Client Services

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Rebecca Lawstuen
Rebecca Lawstuen

Client Service Manager

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Victoria Noll
Victoria Noll

Client Service Manager

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Grace Bangasser
Grace Bangasser

Client Service Associate

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Anita Jackson
Anita Jackson

Director of Legal Operations & Special Projects

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Missy Killian
Missy Killian

Events & Marketing

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Jordan Cherry, CPA
Jordan Cherry, CPA

Controller

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Board of Directors

 
Featured
Neil M. Brozen, CPA*
Neil M. Brozen, CPA*

CEO and Board Chair

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Mary Wertz, JD
Mary Wertz, JD

Chief Strategist and Board Member

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Alex Perry, ASA
Alex Perry, ASA

Managing Director and Board Member

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Leon Steinberg, JD
Leon Steinberg, JD

President, Outer Island Advisors

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John McCormick
John McCormick

C-Suite Generalist

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Transaction Review Committee

Featured
Neil M. Brozen, CPA*
Neil M. Brozen, CPA*

CEO and Board Chair

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Stephen Ringlee
Stephen Ringlee

Managing Director, Centesimus Capital

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Leon Steinberg, JD
Leon Steinberg, JD

President, Outer Island Advisors

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Charlie Christensen
Charlie Christensen

Chief Executive Officer, Christensen Group

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Carl Rubin
Carl Rubin

CFO, Web Industries, Retired

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Pat Schmidt, ASA
Pat Schmidt, ASA

Founder of Value Consulting Group

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Trust Administration Committee

Featured
Alex Perry, ASA
Alex Perry, ASA

Managing Director and Board Member

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John McCormick
John McCormick

C-Suite Generalist

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Audit Committee

Featured
Carl Rubin
Carl Rubin

CFO, Web Industries, Retired

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John McCormick
John McCormick

C-Suite Generalist

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