Jim Lupica

Founding and Managing Partner

Gil Cotto

Senior Director of Operations

Brian Bunker

Director of Practice
Management Consulting

Chris Radzinski

Director of
Project Management

Chris Walling

Founding and Managing Partner

Daniel Jacoby

Chief Investment Officer

Jennifer C. Hart

Director of HR &
Business Services

Kate Sweetman

Director of Transitions

Bobbie Meola

Managing Partner

Jacob Stewart

Chief Information Security Officer

Eric Beahn

Director of
Advisory Operations

Barbara Simons

Director of
Brokerage Compliance

Michael O'Brien

Managing Partner | National Director of Sales

Karen Miltner

Controller

Jennifer Pieronek

Director of
Advisory Operations

Kevin Elvington

Director of
Marketing