PJT Executive and Leadership Team

September, 2026

Leadership Overview

PJT has 5 executives leading key functions including strategic advisory, corporate operations, restructuring, financial management, and global leadership.

Focused on delivering independent strategic guidance to major corporations, PJT maintains a commitment to high-touch client service and innovative financial solutions for complex global market challenges.

Leadership Roles at PJT

  • Partner & Chief Financial Officer - Helen Meates
  • Partner, Chief Operating Officer - Paige Costigan
  • Partner and Global Chief Operating Officer, Restructuring and Special Situations Group - Erik Lisher
  • President - Patrick Tullio
  • Managing Director - Maxwell Heller
  • Helen Meates - Partner & Chief Financial Officer

    Helen Meates, the Partner & Chief Financial Officer at PJT, directs the firm's financial strategy, reporting, and capital allocation processes. Meates manages the fiscal health of the organization, ensuring alignment between financial performance and the firm's strategic advisory objectives. The Partner & Chief Financial Officer oversees the budgeting and forecasting functions that support the firm's international operations and growth initiatives. Helen Meates collaborates with the Board and other C-suite leaders to maintain transparency and drive long-term shareholder value. This leadership role involves monitoring global market conditions to assess financial risks and opportunities for the firm. By managing the balance sheet and capital structure, the Partner & Chief Financial Officer provides the necessary resources for the firm to continue delivering independent, high-touch service to major corporations and governments. Meates ensures that the firm's financial foundation remains strong, supporting the ongoing pursuit of innovative solutions for complex financial challenges.
    Helen Meates

    Paige Costigan - Partner, Chief Operating Officer

    Paige Costigan, the Partner, Chief Operating Officer at PJT, architects the internal infrastructure and operational frameworks supporting the firm's global advisory business. Costigan manages the day-to-day administrative functions, ensuring seamless collaboration among senior professionals across international offices. The Partner, Chief Operating Officer optimizes internal processes to enhance the delivery of strategic guidance and capital markets advice. Paige Costigan oversees the implementation of technology and human capital initiatives that sustain the firm's high-touch client service model. This leadership role involves coordinating with other C-suite members to align operational efficiency with the firm's broader financial goals. By streamlining workflows and managing organizational resources, the Partner, Chief Operating Officer supports the firm's ability to address complex financial challenges for major corporations. Costigan ensures that the operational foundation remains robust, scalable, and capable of supporting the firm's commitment to delivering creative solutions in a competitive global market.
    Paige Costigan

    Erik Lisher - Partner and Global Chief Operating Officer, Restructuring and Special Situations Group

    Erik Lisher, the Partner and Global Chief Operating Officer, Restructuring and Special Situations Group at PJT, directs the operational strategy for the firm's restructuring and special situations practice. Lisher manages the execution of complex financial reorganizations and distressed advisory mandates for clients worldwide. The Partner and Global Chief Operating Officer, Restructuring and Special Situations Group coordinates with global teams to provide specialized guidance during critical financial transitions. Erik Lisher ensures that the firm's restructuring services remain at the forefront of industry innovation, addressing the unique needs of financial sponsors and corporations. This leadership role involves managing the operational scale of the group to ensure consistent, high-quality outcomes across diverse geographic regions. By optimizing the delivery of special situations advice, the Partner and Global Chief Operating Officer, Restructuring and Special Situations Group directly impacts the firm's ability to navigate clients through significant financial distress and achieve long-term stability.
    Erik Lisher

    Patrick Tullio - President

    Patrick Tullio, the President at PJT, oversees the firm's overarching strategic direction and global operational execution. Tullio manages the integration of diverse advisory services, ensuring consistent delivery of independent guidance across all international markets. The President aligns the firm's collaborative culture with the evolving needs of governments and institutional investors. Patrick Tullio directs the expansion of service capabilities, focusing on capital markets advice and private fund advisory support. By fostering strong relationships with senior professionals, the President maintains the high-touch service model central to the company's market position. This leadership role involves monitoring global financial trends to anticipate client requirements and adjust firm-wide strategies accordingly. Through effective management of internal resources and external partnerships, Tullio ensures the firm achieves its long-term growth objectives. The President remains dedicated to upholding the highest standards of professional integrity and innovative thinking in every client engagement.

    Maxwell Heller - Managing Director

    Maxwell Heller, the Managing Director at PJT, directs high-level strategic advisory initiatives for institutional investors and major corporations. Heller manages complex capital markets engagements, ensuring clients receive precise guidance during transformative financial events. By leveraging deep industry expertise, the Managing Director facilitates creative solutions for intricate balance sheet challenges. Maxwell Heller coordinates with senior professionals across international offices to maintain the firm's reputation for independent, high-touch service. This leadership role involves identifying emerging market trends and aligning advisory services with the long-term objectives of financial sponsors. Through rigorous analysis and collaborative engagement, the Managing Director secures favorable outcomes for clients navigating volatile economic landscapes. The operational focus remains on delivering value-added insights that address the most consequential financial needs of global entities. Ultimately, Heller drives the firm's commitment to excellence in every advisory mandate.

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    Frequently Asked Questions Regarding PJT Top Executives and Leadership Team

    Who leads PJT?
    PJT is led by Helen Meates (Partner & Chief Financial Officer), along with executives such as Paige Costigan (Partner, Chief Operating Officer) and Erik Lisher (Partner and Global Chief Operating Officer, Restructuring and Special Situations Group).
    Who is part of PJT’s executive team?
    The executive team of PJT includes leaders such as Helen Meates (Partner & Chief Financial Officer), Paige Costigan (Partner, Chief Operating Officer), Erik Lisher (Partner and Global Chief Operating Officer, Restructuring and Special Situations Group) and other senior executives.
    How many executives does PJT have?
    PJT has 5 executives leading key business areas.
    What roles are included in PJT’s leadership team?
    The leadership team of PJT includes roles such as Partner & Chief Financial Officer, Partner, Chief Operating Officer, Partner and Global Chief Operating Officer, Restructuring and Special Situations Group, President, Managing Director.