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
Jeff Brown
Founder, BWM Financial
"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”
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.”