Our Team

Strength You Can Trust

Our People Are Our Advantage

Our team defines who we are. We bring the judgment to lead, the drive to solve problems, and the humility to work as one team. Guided by experience, character, trust, and gratitude, we stand with companies in their most defining moments.

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10+ yrs restructuring, turnaround & Interim CFO

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Adam Zughayer

Principal

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25+ yrs operational mgmt and strategy

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Anthony Rizzo

Managing Director

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Exp. in underwriting, M&A, strategy & diligence

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Ben Jahnke

Senior Associate

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Exp. in M&A, debt capital markets & turnarounds

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Brandon Seni

Senior Associate

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12+ yrs strategy, ops & brand expertise

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Caitlin Shufelt

Principal

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Financial/operational turnaround & FP&A expert

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Dallas Lloyd

Senior Associate

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5+ yrs in restructuring, interim mgmt & M&A

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Dan Finnegan

Vice President

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Investment/ops finance, FP&A & interim mgmt

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Dustin Graham

Vice President

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40+ yrs as board member and corporate executive

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Eric Glover

Managing Director

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34+ yrs in restructuring, governance & management

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Grant Lyon

Managing Partner

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Greg Charleston

Managing Director

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20 yrs in restructuring, turnarounds & interim mgmt

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James Romey

Principal

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Exp. in restructuring, bankruptcy & transformations

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Jay Rao

Senior Associate

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25+ yrs advisory, interim CFO/CRO & profit focus

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Jim Guglielmo

Managing Director

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9+ yrs in leveraged finance, M&A and investing

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Joshua Scoresby

Vice President

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9+ yrs investment banking, M&A & strategic advisory

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Julie Sosne

Vice President

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AI Enablement Lead, fmr. corporate & tech banker

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Justino Molinaro

AI Enablement Lead

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12+ yrs investing, FP&A & restructuring

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Kevin Byers

Vice President

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10+ yrs restructuring & corporate strategy

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Konrad Kober

Director

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20+ yrs mgmt, consulting & ops

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Lori Zywiak

Director of Operations

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Exp. in restructuring, profitability & ops advisory

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Margarita Salazar

Senior Associate

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20+ yrs transformation, interim mgmt & CFO advisory

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Mark Nicholson

Principal

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8+ yrs restructuring, interim CFO & liquidity mgmt

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Michael Queenan

Principal

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30+ yrs as C-suite and restructuring/turnaround exec

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Mike Musso

Managing Director

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40+ yrs strategic advisory, capital markets & M&A

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Randall Miles

Managing Director

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Randi Siegel

Director of Marketing

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15+ yrs leading AI adoption & digital transformation

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Sarah Oyungu

AI Adoption Lead

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30 yrs as PE investor, C-Suite exec & board member

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Shawn Hassel

Managing Partner

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7+ yrs recruiting, HR Ops & Performance Mgmt

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Sierra Lewis

Manager

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Expert in Data/AI strategy, ML & agentic systems

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Spencer Lyon

Principal

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25+ yrs distress advisory, interim CEO, CFO & CRO

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Stu Kaufman

Managing Director

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Lead Independent Director & restructuring expert

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Thomas Allison

Managing Director

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Exp. in M&A, turnarounds, debt & cash flow modeling

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TJ Hoppen

Senior Associate

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10+ yrs restructuring, M&A & interim executive roles

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Tom Waitt

Managing Director

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SVP Finance, 15+ yrs financial reporting & ops mgmt

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Tony Duganiero

Senior Vice President of Finance

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Exp. in M&A, valuation, modeling & financial planning

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Will Anderson

Senior Associate

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We deliver the results businesses depend on, and we do so in a way that’s grounded in empathy and respect. Our clients appreciate that we never separate performance from people.

Dallas Lloyd
Senior Associate
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Earning the trust of your client begins with deep listening and honest communication. It’s critical to go beyond the data and have transparent discussions.

James Romey
Principal
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The team at Arete challenges you to keep growing, to think like an owner, and to evolve right alongside the firm.

Caitlin Shufelt
Principal
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