top of page
Meet our Executive Team

Jeff Concepcion
Founder & CEO

Charles Shapiro
Founding Partner
Chief Development Officer

Nancy Andrefsky
Chief Financial Officer

Kathryn Louttit, JD
Chief Compliance Officer

Lou Camacho
Chief Operations Officer
President, Stratos Enterprises
Meet our Senior Leadership Team

Jim Lupica
Founding and Managing Partner

Gil Cotto
Senior Director of Operations

Brian Bunker
Director of Practice
Management Consulting

Chris Radzinski
Director of
Project Management

Chris Walling
Founding and Managing Partner

Daniel Jacoby
Chief Investment Officer

Jennifer C. Hart
Director of HR &
Business Services

Kate Sweetman
Director of Transitions

Bobbie Meola
Managing Partner

Jacob Stewart
Chief Information Security Officer

Eric Beahn
Director of
Advisory Operations

Barbara Simons
Director of
Brokerage Compliance

Michael O'Brien
Managing Partner | National Director of Sales

Karen Miltner
Controller

Jennifer Pieronek
Director of
Advisory Operations

Kevin Elvington
Director of
Marketing
bottom of page