Steven M. Levitt
Managing Director, Founder
Steve founded Park Sutton Advisors in 2008, and actively leads the firm today, working closely with our clients to build trusted partnerships that lead to optimal results. Over his 28 year career, Steve has completed about 110 M&A transactions and advisory projects.
Steve has worked closely with asset and wealth managers, broker-dealers, and fund administrators globally. Prior to founding Park Sutton Advisors, he was a partner at Cambridge International Partners and led the North American practice at MilleniumAssociates. He also worked at Putnam Lovell.
Steve holds a Bachelor of Arts in Economics from Stanford University and a Masters of Business Administration in Finance from The Wharton School at the University of Pennsylvania. He is also an alumnus of Manhattan’s Stuyvesant High School. He is fluent in Spanish and lived in Mexico City for several years between attending Stanford and Wharton.
Steve is an active speaker at industry events and contributor to industry publications. From 2007 to 2017, he was a participant in the CFA Institute’s Speaker Retainer Program, frequently speaking on the valuation of asset and wealth management firms. He has also served as an instructor at Baruch College of the City University of New York. He is on the Oak Street Funding RIA Advisory Board, and is a member of the Fidelity Institutional M&A Leaders Forum. He holds Series 7, and 24 registrations.
Anastasia M. Tronoski
Anastasia (Annie) has spent over 25 years in the asset management industry both directly and through advising on mergers and acquisitions. After having known Steve Levitt over 20 years, she joined Park Sutton in 2017 leading strategic and transactional client assignments. Her experience includes working with global, diversified money managers, banks and insurance companies, institutional and retail investment managers, as well as high net worth managers, family offices and diverse capital providers. In her transaction history, Annie has advised companies both large and small, resulting in cumulative deal value exchanged in excess of $8 billion.
Prior to joining Park Sutton Advisors, Annie worked at Putnam Lovell Securities and then at de Guardiola Advisors, where she led investment banking assignments while also being responsible for junior staff across multiple offices. Annie began her career at SEI Investments as an Account Executive in the Pension Consulting & Investment Advisory Divisions.
Annie received her Bachelor of Science in Finance from Lehigh University and Masters of Business Administration from the University of Virginia’s Darden School where upon graduation she was one of only two recipients of the C. Stewart Shepherd Service Award. She holds FINRA Series 79 and 63 registrations.
Annie holds active leadership within the Girl Scouts of Northern New Jersey including managing two troops locally. She chairs the Audit function of her local chapter PTA. She served previously in leadership for three years at the Morris County, NJ PTA, as well as on several finance boards of St. Luke Parish in Long Valley, NJ. She is an avid supporter of the arts including chairing campaigns such as an initiative to fully fund choral scholarships at her alma mater, Lehigh University. She lives in New Jersey with her husband and two daughters.
John Eubanks, CFP
John has spent over 10 years in the financial services industry. His experience includes mergers & acquisitions, financial planning, and institutional investment consulting.
Prior to joining Park Sutton Advisors, John founded Elko Creek Capital, a merger and acquisition advisory firm with a focus on small businesses in the Southeast. Previously, John was a partner at Patton Albertson & Miller, LLC, a fee-only RIA with locations in Atlanta and Macon, GA, where he served on the management team and investment committee while leading a wealth management team. During his tenure at Patton Albertson & Miller, he also served as Director of Business Development and launched the firm’s business brokerage and merger & acquisition advisory services.
John began his career as a Financial Advisor and Analyst on institutional consulting teams at Merrill Lynch and Wachovia Securities in Atlanta. He works with owners and management teams of privately held asset and wealth managers, providing exit planning, strategic advisory, and merger & acquisition advisory.
John received his Bachelor of Science in financial planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has previously served as a board member and endowment committee member for the Boy Scouts of America Central Georgia Council, has been a member of multiple financial planning organizations, and is currently involved in multiple local charities.
Dan Erichson, CFA
Dan has spent over 10 years across multiple facets of the financial services industry. His current duties include leading transaction execution and strategic assignments while managing junior staff. Dan’s prior experience includes sell-side equity research and credit research, primarily covering global and boutique investment banks, and asset managers. His prior background in the financial and wealth planning industry has proven a well-rounded foundation for working with clients.
Prior to joining Park Sutton Advisors, Dan was an Equity Research Associate Analyst and Team Leader in Bloomberg LP’s Intelligence research group, where he oversaw the Financials Sector Associate Analyst team. Dan led equity coverage of such companies as: Lazard, Evercore, and Moelis and was auxiliary analyst on firms including Bank of America, Citigroup, Goldman Sachs, JPMorgan, Morgan Stanley, and BlackRock. Research he contributed was consistently within the top two most read among all Analyst/Associate Analyst teams within Bloomberg’s 250 analyst research arm.
Previously, Dan held equity and credit research roles at both MKM Partners and DBRS, Inc. handling a similar coverage universe, in addition to middle-market firms and regional banks. He started his career at AXA as a Financial Advisor, eventually becoming a Securities Principal, responsible for recruiting and directly overseeing a team of 10 advisors.
Dan received his Bachelor of Science in Finance, with a Minor in Statistics from the University of Maryland at College Park. He is a member of the CFA Institute and holds the Chartered Financial Analyst designation. He also holds Series 7, 24, and 63 registrations. He is an active supporter of the National Multiple Sclerosis Society, annually raising donations to further its cause.
Park Sutton Advisors, LLC
295 Madison Avenue
New York, NY 10017