Founded in 1989 by Carter F. Bales, Edgar R. Berner, and Craig B. Klosk, the Firm today has four partners: Craig B. Klosk, Daniel M. Kortick, Daniel L. Black and Max von Zuben. Carter Bales, and Edgar Berner now serve as Senior Advisors to the Firm.

Craig B. Klosk Managing Partner & Co-Founder
Daniel M. Kortick Managing Partner
Daniel L. Black Managing Partner
Max von Zuben Managing Partner
Thomas P. Kearney III Principal
Irina I. Krasik Vice President
Kelly M. Leong Associate
John A. FitzSimons Associate
Andreia Santos de Araujo Director of Operations & Accounting
Christine D. Flaherty Office Manager
Kelly M. Leong

Kelly Leong joined The Wicks Group in May 2016. As an Associate at Wicks, she is involved in the acquisition, financing, strategy development and operational planning of its investments.

Prior to joining Wicks, Ms. Leong worked as an Investment Banking Associate in the healthcare coverage group at Deutsche Bank, where she participated in M&A, valuations and benchmark analyses, leveraged finance, and operational/financial due diligence. Earlier, she was an economic consultant at Analysis Group, where she valued damages in the litigation sector.

Kelly Leong graduated from the University of California, San Diego with a Bachelor of Science in Management Science, and holds a Masters in Management with a specialization in Finance from the Anderson School of Management, University of California, Los Angeles.