Lenticular is building a distinctive and diverse team with deep financial industry experience and a shared commitment to solving problems by contributing different histories and perspectives. Meet our current team members.
Shannon Wiseman
Shannon Wiseman is the founder and Principal Consultant at Lenticular Financial Advisors. She started the company in 2019 after identifying a need for specialized valuation consulting services at alternative asset management firms during her tenure at GC Investment Management, which became her first client. Shannon spent six years as a portfolio manager at GC Investment Management in St. Thomas, US Virgin Islands, overseeing the monitoring and valuation of a diverse portfolio of private debt and equity investments, which grew from $6 billion to over $25 billion during her tenure more…
Natalie Bagby
Natalie Bagby is a Senior Valuation Associate at Lenticular Financial Advisors and has been with the firm since its inception in 2019. Natalie has spent the entirety of her career evaluating private debt and equity investments in a variety of roles. Prior to joining Lenticular, Natalie spent seven years as a consultant for GC Investment Management (GCIM), the portfolio management group for Golub Capital, monitoring and valuing a diverse portfolio of private debt and equity investments. Before her consultant role with GCIM, Natalie was a Vice President in Golub Capital’s Middle Market Lending group, more…
Jon Shaw
Jon Shaw joined Lenticular Financial Advisors as a Senior Valuation Associate in 2020 after working as a valuation consultant for Lenticular and GC Investment Management (GCIM) for over two years. Prior to his consulting role, Jon was an Associate Director at GCIM in St Thomas, USVI, where he led valuation efforts for the healthcare portfolio comprised of approximately $5 billion in private debt and equity assets. With a diverse background in equity investments, debt trading and business/corporate lending, more…
Scott Carlson
Scott Carlson joined Lenticular Financial Advisors as a Senior Valuation Associate in 2020 and is based in Denver, CO. Previously Scott served as a Senior Manager at Plante Moran in the Forensic and Valuation Services practice. During his career he has completed a wide variety of valuations including analyses prepared for tax, financial reporting and transactional advisory relating to the valuation of non-marketable, illiquid securities. He has worked across industries and with companies ranging from Fortune 500 to emerging growth and more…
Matthew Doiron
Matthew Doiron is a Senior Valuation Associate at Lenticular Financial Advisors. He has spent his entire career in private investments, beginning as an associate modeling deals for Basileus Capital Partners, a lower middle market focused private equity group. In 2012, Matthew and a Basileus partner co-founded a private equity independent sponsor, Annapurna Capital Management, which completed lower middle market transactions in the energy services and transportation industries. Two notable projects he helped lead at Annapurna were more…
Dylan King
Dylan King joined Lenticular Financial Advisors as a Senior Valuation Associate in 2020. Dylan has worked in the finance industry for over fourteen years, specializing in the analysis of privately owned equity and debt instruments. After graduating with a Bachelor of Science degree in Finance from Northern Arizona University in 2006 with a focus on investments, Dylan worked in Phoenix, AZ as a registered representative and equity broker for more…
Wyatt Hirsch
Wyatt Hirsch joined Lenticular Financial Advisors as a Senior Valuation Associate in 2021. Wyatt has worked in the finance industry for over fourteen years in a variety of capacities, specializing in the analysis of venture capital-backed private companies. companies. Through his work as a solo practitioner and with other valuation firms, he has produced tax, financial reporting, and transaction advisory opinions for nearly 1,000 middle market companies. Wyatt has specialized more…
Charlie Cenac
Charlie Cenac joined Lenticular Financial Advisors as a Senior Valuation Associate in 2021 and is based in Denver, CO. Previously Charlie focused on business valuations and valuations of complex securities while working with Duff & Phelps and later Grant Thornton. He also spent some time at Economics Partners focusing on complex international tax structuring and litigation support related to transfer pricing. Charlie has completed a wide variety more…
Sophie Rothman
Sophie Rothman joined Lenticular Financial Advisors as a Senior Valuation Associate in 2021 and is currently based in Charleston, South Carolina. Sophie began her career as an associate at the Virgin Islands office of Legacy Development, a multi-million-dollar Commercial Real Estate Investment firm, specializing in the financial analysis of commercial property acquisitions. Sophie began her career as an associate at the Virgin more…