Meet our Executive Team

Charles Shapiro

Founding Partner

Chief Development Officer

Matthew Dunn, CFA®

OSJ Supervisor

Karen Aavik

Chief Compliance Officer

Meet our Senior Leadership Team

Eric Beahn

Director of

Advisory Operations

Jennifer Pieronek

Director of

Advisory Operations

Jennifer C. Hart

Director of HR &

Business Services

Brian Bunker

Director of

Practice Management Consulting

Daniel Jacoby

Chief Investment Officer

Jacob Stewart

Director of IT

Karen Miltner

Controller

Barbara Dull

Director of

Brokerage Compliance

Chris Radzinski

Director of

Project Management

Bryan Meilinger

Director of

Advisory Compliance

Kevin Elvington

Director of

Marketing