
STRATOS LEADERSHIP TEAM
executive team

Jeff Concepcion
Founder & CEO

Charles Shapiro
Founding Partner
Chief Development Officer

Nancy Andrefsky
Chief Financial Officer

Kathryn Louttit, JD
Chief Compliance Officer

Lou Camacho
Chief Operations Officer
President, Stratos Wealth Enterprises
Meet Our Senior Leadership Team

Jim Lupica
Founding and Managing Partner

Daniel Jacoby
Chief Investment Officer

Karen Miltner
Controller

Heather Meder
Director of Human Resources

Chris Walling
Founding and Managing Partner

Gil Cotto
Senior Director of Operations

Barbara Simons
Director of
Brokerage Compliance

Kate Sweetman
Director of Transitions

Bobbie Meola
Managing Partner

Brian Bunker
Senior Director, Head of Practice Management & Consulting

Eric Beahn
Director of
Advisory Operations

Chris Radzinski
Director of
Project Management

Michael O'Brien
Managing Partner and Director of National Sales

Jacob Stewart
Chief Information Security Officer

Jennifer Collins
Director of Advisory Compliance

Kevin Elvington
Director of
Marketing
What Advisors Say

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.

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.”