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Meet our Executive Team
Jeff Concepcion
Founder & CEO
Charles Shapiro
Founding Partner &
Chief Development Officer
Nancy Andrefsky
Founding Partner &
Chief Financial Officer
Kathryn Louttit, JD
Chief Compliance Officer
Lou Camacho
President, Stratos Wealth Enterprises
Phil Nuttall
Chief Operating Officer
Meet our Senior Leadership Team
Jim Lupica
Founding and Managing Partner
Daniel Jacoby
Chief Investment Officer
Heather Meder
Director of Human Resources
Kate Sweetman
Director of Operations
Chris Walling
Founding and Managing Partner
Jacob Stewart
Chief Information Security Officer
Eric Beahn
Director of Advisor Compensation
Barbara Simons
Director of
Brokerage Compliance
Bobbie Meola
Managing Partner
Karen Miltner
Controller
Jennifer Pieronek
Director of
Advisory Compliance
Kevin Elvington
Director of
Marketing
Michael O'Brien
Managing Partner | National Director of Sales
Brian Bunker
Senior Director, Head of Practice Mgt. Consulting
Chris Radzinski
Director of
Project Management
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