Carleton Advisors Employee Directory

Carleton Advisors corporate office is located in 1801 E 9th St Ste 1425, Cleveland, Ohio, 44114, United States and has 11-50 employees.

Likely to Engage tag.Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

4

Operations

4

C-Suite

2

Legal

1

Key Employees of Carleton Advisors

  • RS
    United States flag for contact location.
    Ryan Smith

    Chief Compliance Officer

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Carleton Advisors Global Presence

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North America11-50

Index of contact profiles from Carleton Advisors

Hundreds of professionals searching for Carleton Advisors have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Carleton Advisors

Explore people who held key positions, contributed to Carleton Advisors's success, and advanced their careers.

EK

Emily Kuznik

Client Development Ass... at Intapp

Worked as Manager, Marketing & Communications

at Carleton Advisors (2025-2025)

Flame icon indicating likelihood to engage via phone.email Emily Kuznik Email Flame icon indicating likelihood to engage via email.direct Emily Kuznik Direct
DB

Dominic Brault

President & Managing D... at Kaulig Capital

Worked as Advisor

at Carleton Advisors

email Dominic Brault Email direct Dominic Brault Direct
MS

Marjorie Sutton

Project Coordinator at Marous Brothers Constr...

Worked as Office Manager and Human Resource Manager

at Carleton Advisors (2007-2021)

email Marjorie Sutton Email direct Marjorie Sutton Direct
PB
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Vice President at EdgePoint Capital Hold...

Worked as Associate

at Carleton Advisors (2020-2024)

Flame icon indicating likelihood to engage via phone.email Patrick Berry Email Flame icon indicating likelihood to engage via email.direct Patrick Berry Direct
NJ
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Analyst at Corbin Capital Partner...

Worked as Investment Banking Seasonal Intern Analyst

at Carleton Advisors (2022-2022)

email Nora Jackson Email direct Nora Jackson Direct
AL
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Associate at MPE Partners

Worked as Associate

at Carleton Advisors (2022-2022)

Flame icon indicating likelihood to engage via phone.email Andrew Lease Email Flame icon indicating likelihood to engage via email.direct Andrew Lease Direct

Explore More

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Frequently Asked Questions Regarding Carleton Advisors Employees

How many employees does Carleton Advisors have?
Carleton Advisors has 11-50 employees Who are Carleton Advisors key employees?
Some of Carleton Advisors key employees are Ryan Smith Where is Carleton Advisors located?
Carleton Advisors’s headquarters are located at 1801 E 9th St Ste 1425, Cleveland, Ohio, 44114, United States How do I contact Carleton Advisors?
Carleton Advisors Contact Info: Phone number: (216) 523-1962 Website: www.carletonmckenna.com What does Carleton Advisors do?

Carleton McKenna is a boutique investment bank that specializes in providing exceptional investment banking services to middle market companies. They offer a range of services including M&A advisory, capital advisory, and strategic advisory, tailored to meet the unique needs of their clients across various industries such as healthcare, manufacturi... ng, and business-to-business services. The firm prides itself on delivering senior-level attention throughout the deal process, ensuring that each transaction aligns with the client's goals. Their team consists of finance and accounting experts, entrepreneurs, and professionals from diverse backgrounds, all dedicated to maximizing value for their clients.Read More

 Is Carleton Advisors a public company?
Carleton Advisors is private company therefore does not currently have an official ticker symbol
See more information about Carleton Advisors Employees

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