Meet our Executive Team
Jeff Concepcion
Founder & CEO
Charles Shapiro
Founding Partner
Chief Development Officer
Nancy Andrefsky
Chief Financial Officer
Chief Operations Officer
Matthew Dunn, CFA®
OSJ Supervisor
Lou Camacho
President,
Stratos Wealth Enterprises
Karen Aavik
Chief Compliance Officer
Meet our Senior Leadership Team
Jim Lupica
Founding and Managing Partner
Daniel Jacoby
Chief Investment Officer
Eric Beahn
Director of
Advisory Operations
Chris Radzinski
Director of
Project Management
Chris Walling
Founding and Managing Partner
Jacob Stewart
Director of IT
Jennifer Pieronek
Director of
Advisory Operations
Bryan Meilinger
Director of
Advisory Compliance
Bobbie Meola
Managing Partner
Karen Miltner
Controller
Jennifer C. Hart
Director of HR &
Business Services
Kevin Elvington
Director of
Marketing
Michael O'Brien
Managing Partner
Barbara Simons
Director of
Brokerage Compliance
Brian Bunker
Director of Practice
Management Consulting