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