Meet our Executive Team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Founding Partner
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

Carol Lavelle

Carol Lavelle

Senior Director, Compliance and Risk Management

Karen Miltner

Karen Miltner

Controller

Jennifer Pieronek

Jennifer Pieronek

Director of
Advisory Operations

Kevin Elvington

Kevin Elvington

Director of
Marketing

Chris Walling

Chris Walling

Founding and Managing Partner

Gil Cotto

Gil Cotto

Senior Director of Operations

Brian Bunker

Brian Bunker

Senior Director | Head of Practice Management Consulting

Chris Radzinski

Chris Radzinski

Director of
Project Management

Bobbie Meola

Bobbie Meola

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

Michael O'Brien

Michael O'Brien

Managing Partner

Jacob Stewart

Jacob Stewart

Chief Information Security Officer

Eric Beahn

Eric Beahn

Director of
Advisory Operations

Kate Sweetman

Kate Sweetman

Director of Transitions