STRATOS
FIELD LEADERSHIP
Charles Shapiro
Founding and Managing Partner
Bobbie Meola
Managing Partner
Michael O'Brien
Managing Partner &
National Director of Sales
Chris Jordheim
Managing Director
Chris Walling
Founding and Managing Partner
Gary Kuhn
National Business
Development Manager
What Advisors Say
Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”
Nina Hajjar
San Diego, CA
“There’s an old adage; ‘Surround yourself with people that are smarter than you.’ This couldn’t be more true and helpful to me in my career. When I joined Stratos in 2011, I was a young entrepreneur looking to join a firm that could provide comradery and resources to help me scale and grow my practice. Stratos exceeded my expectations in terms of resources, but even more so by the culture and company they created. Each advisor, back office staff, or even leadership, truly takes the time to help one another. By being a part of this best in class firm, with great culture, I am now not only a better advisor, but a better business owner, partner, and overall person.”+