Philpott Ball & Werner, LLC Employee Directory

Q: What is Philpott Ball & Werner, LLC known for?

Philpott Ball & Werner, LLC was founded in 1991. Philpott Ball & Werner, LLC operates in the Investment Banking industry.

Q: How many employees does Philpott Ball & Werner, LLC have currently?

Philpott Ball & Werner, LLC has approximately 14 employees.

Investment BankingNorth Carolina, United States11-50 Employees

PB&W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe. PB&W advises founder-owned, sponsor-backed and public companies in evaluating and executing strategic alternatives.  

PB&W services include: Company Sales and Divestitures, Mergers and Acquisitions, Fairness Opinions, Strategic Advisory and select Private Placements. 

PB&W was founded in 1991 and has offices in Charlotte, NC and Greater Boston, MA. For more information, please visit our website: www.pbandw.com

Charlotte: 704-358-8094
Greater Boston: 978-526-4200

Philpott Ball & Werner, LLC is a member firm of SIPC and FINRA.

Find Philpott Ball & Werner, LLC employees' phone numbers or email addresses

Philpott Ball & Werner, LLC Global Highlights

North America
22

United States Of America
22

Philpott Ball & Werner, LLC's Leadership

J. L.
President
Mobile Phone
Email
J. N.
Vice President
Mobile Phone
Email
L. K.
Managing Director
Mobile Phone
Email
E. W.
Managing Director
Mobile Phone
Email
R. P.
Managing Director
Mobile Phone
Email
M. H.
Office Manager
Mobile Phone
Email
M. M.
Office Manager
Mobile Phone
Email
C. S.
Investment Banking Analyst
Mobile Phone
Email

Philpott Ball & Werner, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Philpott Ball & Werner, LLC

Name

Title

Contact Info

Location

Last Update

J. L.
President
Mobile Phone
Email
Oct 17, 2024
J. N.
Vice President
Mobile Phone
Email
United StatesNorth Carolina
Jan 27, 2026
L. K.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
Jan 29, 2026
E. W.
Managing Director
Mobile Phone
Email
UNITED STATES
Nov 08, 2024
R. P.
Managing Director
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. H.
Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Nov 20, 2025
M. M.
Office Manager
Mobile Phone
Email
United States
Aug 11, 2025
C. S.
Investment Banking Analyst
Mobile Phone
Email
United StatesMassachusetts
Jan 20, 2026
P. K.
Investment Banking Associate
Mobile Phone
Email
Nov 12, 2025
S. G.
Investment Banking
Mobile Phone
Email
United StatesMassachusetts
Sep 09, 2025

Frequently Asked Questions

What is Philpott Ball & Werner, LLC known for?

Philpott Ball & Werner, LLC was founded in 1991 operates in the Investment Banking industry. The company's main headquarters is located in 11325 North Community House Road Suite 430 Charlotte, North Carolina 28227 United States; you can contact the main corporate office by phone at

+1-978-526-****

. Explore Philpott Ball & Werner, LLC's company overview page for more information.

What is Philpott Ball & Werner, LLC's most common email format?

Philpott Ball & Werner, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Philpott Ball & Werner, LLC email formats with LeadIQ.

How many employees does Philpott Ball & Werner, LLC have currently?

Philpott Ball & Werner, LLC has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Philpott Ball & Werner, LLC's key employees and leadership?

As of February 2026, Philpott Ball & Werner, LLC's key employees include:

President: J. L.
Vice President: J. N.
Managing Director: L. K.
Managing Director: E. W.
Managing Director: R. P.

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