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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
President, Stratos Wealth Enterprises

Phil Nuttall
Chief Operating Officer
Meet our Senior Leadership Team

Jim Lupica
Founding and Managing Partner

Gil Cotto
Senior Director of Operations

Brian Bunker
Senior Director, Head of Practice Mgt. Consulting

Chris Radzinski
Director of
Project Management

Chris Walling
Founding and Managing Partner

Daniel Jacoby
Chief Investment Officer

Heather Meder
Director of Human Resources

Kate Sweetman
Director of Operations

Bobbie Meola
Managing Partner

Jacob Stewart
Chief Information Security Officer

Eric Beahn
Director of Advisor Compensation

Barbara Simons
Director of
Brokerage Compliance

Michael O'Brien
Managing Partner | National Director of Sales

Karen Miltner
Controller

Jennifer Pieronek
Director of
Advisory Compliance

Kevin Elvington
Director of
Marketing
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