Zach developed the concept of a nationwide focus on financing search fund acquisitions and has been working in the search fund community for nearly a decade. In that time, he has financed acquisitions of over seventy-five businesses and over $350 million in loans. Zach has led two highly successful sponsor finance teams specifically dedicated to enterprise value lending in the search fund asset class. 

Michelle is a seasoned banking professional with over a decade of experience building and maintaining long-term relationships within the search fund community as a trusted banking advisor and advocate. Michelle’s knowledge and understanding of the search fund space, organizational skills relative to the management of client expectations and commitment to innovative financial reporting ensure transparency, strategic guidance, and focused support for the goals of search fund companies. 

Matt has over 15 years of investment experience, all of which he served at Larson Financial Group. Matt most recently was the Associate Director of Investments, managing a team of 9 and responsible for $2 billion AUM on the RIA platform. He obtained his MBA from Saint Louis University in 2009 and his CFA certification in 2013. Before joining the finance field, Matt served 8 years in the Missouri National Guard, recognized for outstanding service during Operation Iraqi Freedom, and eventually earning an honorable discharge. We are excited to have Matt join our team and lead, grow, and develop our Trust & Family Office Analysts.

Dalton has worked in the IT field for 6 years – most recently at Caleres as an overnight IT operator. He graduated in 2016 from Maryville University with a Bachelor of Science in cyber security. Before graduating he interned two separate times with NJVC in their IT Department. Dalton's experience with help desk tasks, customer service, and computer applications make him a great addition to our IT team.

Kyle joins us from Lockton Companies where he was previously an Account Specialist. He graduated from Southeast Missouri State’s College of Business with a bachelor’s degree in finance and a minor in accounting. During Kyle’s time in college, he also interned at MRV Banks as a Credit Analyst/Teller. Kyle’s education and experience make him an excellent addition to the credit analyst team.

Julie joins our Customer Service team with over 10 years of banking and customer service experience. She was most recently at Bank of America as a Research and Adjustments Representative. Prior to that, she held multiple roles including Relationship Manager (where she was named Top Banker & Top Performer for her region), Operations Consultant, and Wealth Management Banking Specialist. Julie's background in both banking and customer service make her a perfect fit to help our clients everyday.

Maurice joins us from Regions Bank where he spent the last two years as a Loan Officer.  Prior to Regions, he worked as a Personal Banker/Loan Officer for Washington Federal Bank in Seattle, WA. His thirst for knowledge and motivation to try something new led him to join our Bank Operations team at Parkside. He graduated from the University of Missouri – St. Louis with a bachelor’s degree in sociology and minor in criminology. We are excited to welcome Maurice to our team. 

Caroline joins our Denver team as their first own Commercial Credit Analyst. Caroline recently graduated from Texas Christian University’s Neeley School of Business in 2022 with a degree in finance/real estate. Within her degree she studied financial management, real estate valuation, financial reporting & investment analysis. She completed a Financial Analyst Internship last summer with Fort Capital LP in Texas where she reviewed potential new assets, prepared initial research, and analyzed current & future market trends. Caroline’s background is just what we were looking for to grow and support our Denver banking team.

Jacob comes from a banking background but accepted a position within our Trust & Family Office here at Parkside. He graduated from Missouri State University with a bachelor’s degree in fine arts but continued his career in banking post college.  His experience as a Universal Banker and Relationship Banker is what motivated him to continue his career in finance and take on the new challenge as a TFO Operations Specialist.