Lena Bhagat

Lena Bhagat

by | Aug 4, 2021

Lena Bhagat joined Capstone in 2022 and is a Sales Senior Associate on the Capital Markets team. Prior to joining Capstone, she worked as a judicial intern for a juvenile dependency judge in San Jose, CA, and as a legal intern for an attorney at the Office of...
Julia Rosen

Julia Rosen

by | Aug 4, 2021

Julia joined Capstone in 2022 and is a Vice President on the Private Equity Business Development team. She holds a FINRA SIE credential. Prior to joining Capstone, Julia completed internships at Wharton School of Business and a Philadelphia-based law firm. She...
Jimmy Nolen

Jimmy Nolen

by | Aug 4, 2021

Jimmy joined Capstone in early 2023 and is a Vice President on Capstone’s Capital Markets Sales team.  His responsibilities include providing our institutional clients with Capstone’s unique research product and access to analysts and populating Capstone’s...
Nick Bartlett

Nick Bartlett

by | Aug 3, 2021

Nick joined Capstone in 2019 as an Associate on the Institutional and Private Equity sales team and is now a Senior Vice President on the Institutional Sales team. Prior to joining Capstone, Nick worked at Goldman Sachs & Co. as a trade support analyst in Utah....
Sean Sullivan

Sean Sullivan

by | Aug 3, 2021

Sean joined Capstone in 2019 and is a Director on the Private Equity Business Development team. He works closely with private equity investors in the financial and business services space to provide market insights and help identify transaction-related risks and...