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Our Team

Our Team

Backed by our team of seasoned professionals, boasting over 160 years of combined investment banking experience, we deliver comprehensive and strategic solutions to drive success for our clients.

Sue Abanto

Bookkeeping Manager
Sue Abanto is the senior bookkeeper at Windsor Capital. She is responsible for accounts management and organization.
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Colton Brown

Senior Associate
Colton Brown is a Senior Associate who is responsible for company and industry research, preparing financial models, assisting with the development of deal marketing materials. He is also responsible for the associate team which includes deal marketing.
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Jim Eddy

Director
With over three decades of experience, Mr. Eddy has played pivotal roles in major acquisitions, exits, and IPOs for companies like Citi, Fidelity, and T-Mobile. Known for his seamless blend of technological insight and financial strategy, he's overseen successful Audit Programs, ensuring regulatory compliance.
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Aaron Jones

Senior Advisor
Aaron Jones is a Senior Advisor at Windsor Capital. His responsibilities include developing relationships and client introductions.
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Francois Rupert

Senior Managing Director
Francois Rupert is a Senior Managing Director at Windsor Capital. He is instrumental in design of structures, deal origination and closings.
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James Shalinsky

Director
Jim Shalinsky is a Director whose primary industry focus is the technology sector. He is responsible for developing relationships and deal origination.
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Lindsay Stapleton

Marketing Manager
Lindsay Stapleton is the Marketing Manager for Windsor Capital. She handles all media relations and press release prep. She is responsible for scheduling speaking engagements and conferences.
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Darren Tamayo

Senior Associate
Darren Tamayo is a Senior Associate who is responsible for company and industry research, preparing financial models, assisting with the development of deal marketing materials. He is also responsible for the associate team which includes deal marketing.
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Pietro Wyss

Senior Advisor
Pietro Wyss is a Senior Advisor at Windsor Capital. His responsibilities include developing relationships and client introductions.
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Jennifer Badish

Senior Managing Director
Jen Badish is a Senior Managing Director responsible for the Los Angeles office. She is instrumental in design of structures, deal origination and closings.
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Beth Cahill

President and Senior Managing Director
Beth Cahill is the President of Windsor Capital. She has oversight of the three offices as well as deal origination, structure approval and deal flow.
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Dalton Fitzpatrick

Managing Director
Dalton Fitzpatrick is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Robert King

Managing Director
Bob King is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Chris O'Reilly

Associate
Chris O'Reilly is an Associate with Windsor Capital. He's responsibilities include development of deal target lists, onboarding due diligence for new clients and financial modeling.
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Meghan Saitō

Managing Director
Meghan Saitō is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Josh Shalinky

Analyst
Josh Shalinsky is an Analyst at Windsor Capital. He is responsible for industry and deal research, supporting directors and preparation of materials.
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William Sweeney

Managing Director
Bill Sweeney is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Dawit Teshome

Senior Analyst
Dawit Teshome is a Senior Analyst whose primary responsibilities include research, CIM design and oversight of the analyst team
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Harold Wertman

Senior Analyst
Harold Wertman is a Senior Analyst whose primary responsibilities include research, CIM design and oversight of the analyst team.
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Amee Batesen

Senior Analyst
Amee Batesen is a Senior Analyst whose primary responsibilities include research, CIM design and oversight of the analyst team.
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Michael Craig

Managing Director
Michael Craig is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Damian Isaacs

Managing Director
Damian Isaacs is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Ed Menendez

Senior Managing Director
Ed Menendez is the Senior Managing Director responsible for the London office. He is instrumental in design of structures, deal origination and closings.
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Vivian O'Cinneide

Executive Assistant
Vivian O'Cinneide is the Executive Assistant to the President. Additionally she is primarily responsible for key executive communications, scheduling and travel. She also has administrative oversight for all three offices, Los Angeles, Tampa and London.
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Peter Schmedt

Senior Managing Director
Peter Schmedt is a Senior Managing Director at Windsor Capital. He is instrumental in design of structures, deal origination and closings.
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James Smith

Managing Director
Jim Smith is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings. He is a nationally renowned speaker and the official personality of Windsor Capital.
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William Tamayo

Senior Advisor
Bill Tamayo is a Senior Advisor at Windsor Capital. His responsibilities include developing relationships and client introductions.
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A.R Walden

Managing Director
A. R. Walden is a Managing Director whose responsibilities include client liaison, deal marketing, due diligence oversight and transaction closings.
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Woofington

Official Windsor Capital Ambassador
Woofington is the Ambassador for Windsor Capital. He officially greets clients and guests, making sure they have a paws-itively great experience.
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Whether you have a specific inquiry, would like to discuss potential opportunities, or simply want to learn more about our services, we encourage you to get in touch with us. 

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