Meet our Executive Team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Chief Financial Officer

Lou Camacho

Lou Camacho

Chief Operations Officer
President, Stratos Enterprises

Meet our Senior Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Daniel Jacoby

Chief Investment Officer

Jennifer C. Hart

Jennifer C. Hart

Director of HR &
Business Services

Barbara Simons

Barbara Simons

Director of
Brokerage Compliance

Chris Walling

Chris Walling

Founding and Managing Partner

Jacob Stewart

Jacob Stewart

Director of IT

Eric Beahn

Eric Beahn

Director of
Advisory Operations

Kevin Elvington

Kevin Elvington

Director of
Marketing

Bobbie Meola

Bobbie Meola

Managing Partner

Karen Miltner

Karen Miltner

Controller

Jennifer Pieronek

Jennifer Pieronek

Director of
Advisory Operations

Michael O'Brien

Michael O'Brien

Managing Partner

Brian Bunker

Brian Bunker

Director of Practice
Management Consulting

Chris Radzinski

Chris Radzinski

Director of
Project Management