STRATOS LEADERSHIP TEAM

executive team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Chief Financial Officer

Kathryn Louttit, JD

Kathryn Louttit, JD

Chief Compliance Officer

Lou Camacho

Lou Camacho

Chief Operations Officer
President, Stratos Wealth Enterprises

Meet Our Senior Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Daniel Jacoby

Chief Investment Officer

Karen Miltner

Karen Miltner

Controller

Heather Meder

Heather Meder

Director of Human Resources

Chris Walling

Chris Walling

Founding and Managing Partner

Gil Cotto

Gil Cotto

Senior Director of Operations

Barbara Simons

Barbara Simons

Director of
Brokerage Compliance

Kate Sweetman

Kate Sweetman

Director of Transitions

Bobbie Meola

Bobbie Meola

Managing Partner

Brian Bunker

Brian Bunker

Senior Director, Head of Practice Management & Consulting

Eric Beahn

Eric Beahn

Director of
Advisory Operations

Chris Radzinski

Chris Radzinski

Director of
Project Management

Michael O'Brien

Michael O'Brien

Managing Partner and Director of National Sales

Jacob Stewart

Jacob Stewart

Chief Information Security Officer

Jennifer Collins

Jennifer Collins

Director of Advisory Compliance

Kevin Elvington

Kevin Elvington

Director of
Marketing

What Advisors Say

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Paul Saltaformaggio
Baton Rouge, LA

No matter which way you slice and dice it, it costs a lot of money to run an office and you might be somewhere around 10 to 15 percentage points of revenue to run a practice depending on trading volume. What matters is where you NET out at the end of the day. I could have gone direct to LPL and probably be at a 92% or 93% payout based on my production and Branch bonuses; however, for that extra four or five percent that I'm giving up, which is $50,000 on $1,000,000 of production, there is no way I would be able to have concierge-level service for technology and compliance, human resources, marketing, practice acquisition, different platforms, institutional partners at Fidelity and Schwab, like I do through Stratos. 

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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.”