Meet our Executive Team
Jeff Concepcion
Founder & CEO
Charles Shapiro
Founding Partner
Chief Development Officer
Nancy Andrefsky
Chief Financial Officer
Lou Camacho
Chief Operations Officer
President, Stratos Enterprises
Meet our Senior Leadership Team
Jim Lupica
Founding and Managing Partner
Daniel Jacoby
Chief Investment Officer
Jennifer C. Hart
Director of HR &
Business Services
Barbara Simons
Director of
Brokerage Compliance
Chris Walling
Founding and Managing Partner
Jacob Stewart
Director of IT
Eric Beahn
Director of
Advisory Operations
Kevin Elvington
Director of
Marketing
Bobbie Meola
Managing Partner
Karen Miltner
Controller
Jennifer Pieronek
Director of
Advisory Operations
Michael O'Brien
Managing Partner
Brian Bunker
Director of Practice
Management Consulting
Chris Radzinski
Director of
Project Management