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 Empowered Business

We are a passionate team dedicated to helping companies thrive through purposeful guidance and trusted expertise. Our work fosters success and resilience, creating stronger, more equitable businesses that benefit owners, employees, and communities alike.

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

Robert E. Lesser, Esq.
President and Chief Executive Officer
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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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David Kolodny, Esq.
VP, Corporate Counsel
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Susan M. Longmire, CRSP
Sr. VP of Trust Operations
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Julie Bennett
Sr. VP, Client Relationships
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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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Gwendolyn T. Cox
Senior Trust Administrator
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Kristina Kasloff
Trust Operations Specialist
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Lena Gunthorp
Client Relationship Manager
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Wolfgang Ferro
Transaction Specialist
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Gina Martin
Transaction Specialist
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Linda Williams
Corporate Paralegal
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Jordan Carpenter
Client Relationship Specialist
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Take Your Next Step

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