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