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