Meet the Aegis Team

We are proud to be making a lasting positive impact on individuals, companies, and society at large. Every team member at our organization is committed to making a difference for the companies we serve.

As you undertake the profound responsibility of steering your organization into its next chapter, choose Aegis to be your ESOP advisor.
We are here to guide you!

We Believe in the Power of ESOPs

We are a passionate team that believes in the transformative power of Employee Stock Ownership Plans (ESOPs) for business owners, employee owners, and the greater community. ESOPs promote a sense of shared ownership and success, leading to more prosperous and equitable businesses.

Ready to work with us? Take your next step, today!

Robert E. Lesser
Chief Executive Officer and President
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Maureen Cosgrove
Executive Vice President, Chief Operating Officer
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Susan Uva
Chief Compliance Officer
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Alfredo J. Perez, Esq.
Sr. VP, General Counsel
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Jeremy M. Crystal, Esq.
Sr. VP, Business Development & Transactional Attorney
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Susan M. Longmire, CRSP
Sr. VP of Trust Operations
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Julie Bennett
Sr. VP, Client Relationships and Transactional Manager
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Ginny Machamer
Sr. VP, Client Relationships
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Ellen Crystal
VP of Marketing
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Laura Kelley
VP of Valuations
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Kristina Kasloff
Trust Operations Specialist
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Lena Gunthorp
Client Relationship Specialist
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Wolfgang Ferro
Transaction Specialist
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Gina Martin
Executive Assistant
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Linda Williams
Corporate Paralegal
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Take Your Next Step

Learn more about how we can partner with you and your organization.