Jim Lupica

Founding and Managing Partner

(330) 664-2270

[email protected]

Chris Walling, CRPC

Founding and Managing Partner

(614) 769-1492

[email protected]

Bobbie Meola

Managing Partner

(480) 719-1335

[email protected]

Daniel Jacoby

Chief Investment Officer

(440) 505-5616

(440) 505-5617

[email protected]

Michael O'Brien

Managing Partner

(201) 463-9567

[email protected]

Jacob Stewart

Director of IT

(877) 863-8353

[email protected]

Karen Miltner

Controller

(440) 505-5665

(440) 505-5661

[email protected]

Barbara Dull

Director of Brokerage Compliance

(440) 505-5700

(216) 593-0191

[email protected]

Eric Beahn

Director of Advisory Operations

(440) 505-5668

(440) 505-5669

[email protected]

Jennifer Isaacs

Director of HR & Business Services

(440) 991-1160

(440) 991-1161

[email protected]

Kevin Elvington

Director of Marketing

(440) 505-5608

(440) 505-5609

[email protected]

Chris Radzinski

Director of Project Management

(440) 505-5672

(440) 505-5673

[email protected]