Max Lies

Max Lies

Max is a Senior Associate on Capstone’s Financial Services team. He helps advise private equity and hedge fund clients on policy-driven investment opportunities across the financial services sector. Prior to joining the firm, Max was an Economic Research Analyst at...
Jean Fogarty

Jean Fogarty

Jean is a Senior Associate who joined Capstone’s Content Strategy team in March 2020. She edits notes, alerts, and quick takes for the firm’s capital market, private equity, and corporate clients and generates content to advance Capstone’s branding efforts. She holds...
Lena Bhagat

Lena Bhagat

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...
Grace Totman

Grace Totman

Grace co-leads Capstone’s Healthcare practice. She advises private equity firms, hedge funds, and corporate clients on investment decisions, M&A, and corporate strategy. Grace has specific expertise in the managed care and payer sectors, with strong...
Alec Vaughan

Alec Vaughan

Alec joined Capstone in 2021 as an Analyst on the Special Situations team. He advises capital market and private equity clients on agriculture policy changes; telecommunications regulation and broadband funding; as well as federal actions for agencies such as the US...