STRATOS LEADERSHIP TEAM
executive team
Jeff Concepcion
Founder & CEO
Kathryn Louttit, JD
Chief Compliance Officer
Nancy Andrefsky
Founding Partner
Chief Financial Officer
Charis Jones
Chief Operating Officer, Head of Supervision
Lou Camacho
President, Stratos Wealth Enterprises
Meet Our Senior Leadership Team
Charles Shapiro
Founding and Managing Partner
Daniel Jacoby
Head of Third Party Diligence
Doug Burns
Director of Supervision/OSJ Supervisor
Hooman Omidpanah
Head of Financial Planning Services
Lindsay Buchholzer
Director of Advisor Onboarding
Chris Walling
Founding and Managing Partner
Paul Stetz
Head of Practice Mgt. & Consulting
Jon Pawlowski
Director of Regulatory Compliance
Heather Meder
Director of Human Resources
Chris Radzinski
Director of Platform Strategy & Delivery
Bobbie Meola
Managing Partner
Jacob Stewart
Chief Information Security Officer
Savanna Steed
Director of Advisory Compliance
Colleen Kilbane
Head of Operations
Kevin Elvington
Director of
Marketing
Michael O'Brien
Managing Partner & National Director of Sales
Karen Miltner
Controller
Eric Beahn
Director of
Advisory Compensation
Stephanie Spillman
Director of Operations
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.”+