Team
Investment Banking, Consulting and Legal Professionals

Michael Harden, CPA, CFA
Senior Managing Director
C. (949) 939-2686
MHarden@AmbroseAdvisors.com
Michael Harden is a senior managing director at AmbroseAdvisors™. He leads Ambrose’s Investment Banking division. Since 1993, he has experience in accounting, mergers, acquisitions, financings and ESOP buyouts. Read More

Michael R. Holzman
Senior Managing Director
C. (202) 531-6696
MHolzman@AmbroseAdvisors.com

Marcus R. Piquet, CPA
Senior Managing Director
D. (951) 905-1977
MPiquet@AmbroseAdvisors.com
Marcus helped to establish the predecessor to Ambrose ESOP Advisors, LLC in 2002, initially as a response to demand for better Third-Party Administration services from the ESOP clients of its sister CPA firm.Read More

Christopher T. Horner II
Managing Director
C. (202) 642-0633
CHorner@AmbroseAdvisors.com

Phillip Chou
Senior Managing Director
C. (949) 910-7888
PChou@AmbroseAdvisors.com
Phillip is a senior managing director at Ambrose Advisors. He has over 20 years of relevant experience in investment banking and corporate strategy/development. He has advised clients across a wide spectrum of industries in the structuring and execution of ESOP buyouts, mergers & acquisitions, capital raising and valuation projects. Read More

Mark J. O’Keefe
Senior Managing Director
C. (310) 291-0229
MOkeefe@AmbroseAdvisors.com
Mark O’Keefe is a senior managing director at AmbroseAdvisors™. Since 1993, he has experience in mergers, acquisitions, debt and equity financing and financial restructuring. Read More

Manny Calzon III, CRPC
Managing Director
C. (813) 334-6475
mcalzon@ambroseadvisors.com
Manny is a Managing Director at AmbroseAdvisors. His career in ESOP advisory services began in 1998 when he first utilized this unique, tax-efficient tool to provide a business owner client with the ability to sell his company in stages. Read More

Brian Humenesky
Managing Director
D. (214) 556-1659
BHumenesky@AmbroseAdvisors.com
Brian is a managing director at AmbroseAdvisors™. Since 2005, he has experience in M&A, corporate finance, valuation, corporate strategy and development. He is responsible for management and execution of M&A and Corporate Finance transactions across… Read More

Brandon Ralph
Vice President
D. (310) 710-7121
BRalph@ambroseadvisors.com
Brandon is a vice president at Ambrose Advisors. Since 2007, he has had relevant experience in commercial banking, leveraged finance, mezzanine lending, and buy-side M&A. Read More

Kashish Bhatia
Vice President
D. (310) 710-7121
kbhatia@ambroseadvisors.com

Jason Chen
Vice President
D. (626) 708-8864
JChen@ambroseadvisors.com
Jason serves as Vice President at Ambrose Advisors, bringing over eight years of experience in ESOP, mergers & acquisitions, corporate finance, valuation, corporate strategy, and financial consulting. Read More

Danae L. De Ley, CPA, QPA
Manager
D. (951) 905-1902
DDeLey@AmbroseAdvisors.com

Miguel A. Mazzilli, CPA, QKA
Manager
D. (951) 905-1916
MMazzilli@AmbroseAdvisors.com