Steven has over 25 years of finance and engineering experience and has assisted public and private companies in transactions with aggregate value in excess of $30 billion. He founded Clayton East Advisors in June 2017. From late 2014 to June 2017, Steven was a Managing Director in the energy investment banking group at D.A. Davidson & Co. in Denver. From mid-2007 through late 2014, Steven held a variety of roles of increasing seniority in the investment banking group of Oppenheimer & Co. in New York City. Prior to this, he was a member of the healthcare investment banking group of WR Hambrecht + Co.
Preceding these roles, in 2003 and 2004, Steven was a Manager in Johnson & Johnson’s (Ticker: JNJ) Pharmaceutical Group Strategic Marketing division, assisting in internal and external pharmaceutical valuations. Prior to business school, Steven held process and project engineering roles with manufacturing businesses in the plastics and glass industries.
Steven earned his BSE in chemical engineering from Princeton University and his MBA in finance from Columbia Business School.
When not in the office, Steven enjoys hiking in the Rockies, gardening, reading history, and fussing with his new dog, Roo.
(303) 646-7344
Laurie has over 29 years experience as a lawyer and communications expert. She launched Tribeca Blue Consulting in 2017 to help clients develop powerful and creative methods for presentations, media appearances, and in the courtroom. She served as the founding Executive Director for the Legal Entrepreneurs for Justice. Before this she founded the litigation practice at the Practising Law Institute. Previously she prosecuted securities violations for the NASD, served 10 years as a New York City ADA, and clerked for FERC. Laurie earned her BA in government at Cornell University and her JD with Honors from American University. She is licensed to practice before the Supreme Court and the bars of the States of Colorado, Maryland, and New York.
Doug has over 25 years experience in finance and operations. Since May 2020 Doug has been the CFO of Dicerna Pharmaceuticals, a publicly-traded company. Previously, Doug served as CFO for KSQ and Paratek Pharmaceuticals and held finance roles at Acceleron Pharma, Biogen Idec, and Bristol-Myers Squibb. Prior to this, he worked in healthcare investment banking for J.P. Morgan. Before business school, he worked in operational roles for Johnson & Johnson. Doug earned his BSE in chemical engineering from Princeton University and his MBA from Columbia Business School.
David has over 25 years of experience in the employee benefits industry with a focus on controlling benefit costs, compliance, and competitive positioning. He has helped hundreds of companies reduce their benefit cost outlay by 5% to 20%. His unique industry expertise is in M&A due diligence (benefit plans), self-funded healthcare plan budget management, and educational programs surrounding both healthcare, HSAs and retirement plans. He earned his BA in Policy Studies from Syracuse University. David's licensing and designations include CEBS (Certified Employee Benefits Specialist), AIF (Accredited Investment Fiduciary), Securities Series 7, 24, 65, 6, 51, & 63, and multi-state Life/Health/Annuity licensing.
Rick has over 20 years of experience in operational and business development roles. Since March 2017, he has been heading business development for Exciter Energy Services, a start-up contract driller in the oil & gas space. Prior to this, he was Vice President of Operations & Transportation for Encana Natural Gas and its successor’s Liquified Natural Gas fleet. In this role he oversaw all aspects of the business, including operations, sales, and finance. Further, he was instrumental in the transition of the business to a standalone entity called Stabilis Energy Services. Rick has also held a number of roles in business development for a variety of insurance firms in Colorado. He earned his BA in political science and economics from the University of Colorado.
CLAYTON EAST ADVISORS, LLC
Denver, CO
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