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Meet our Executive Team

Jeff Concepcion
Founder & CEO

Charles Shapiro
Founding Partner
Chief Development Officer

Nancy Andrefsky
Founding Partner
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
Senior Director | Head of Practice Management Consulting

Barbara Simons
Director of
Brokerage Compliance

Chris Walling
Founding and Managing Partner

Daniel Jacoby
Chief Investment Officer and Founding Partner

Eric Beahn
Director of
Advisory Operations

Kate Sweetman
Director of Transitions

Bobbie Meola
Managing Partner

Jacob Stewart
Chief Information Security Officer

Jennifer Collins
Director of Advisory Compliance

Heather Meder
Director of Human Resources

Michael O'Brien
Managing Partner and Director of National Sales

Karen Miltner
Controller

Chris Radzinski
Director of
Project Management

Kevin Elvington
Director of
Marketing
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