Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Chief Investment Officer

Barbara Simons

Director of
Brokerage Compliance

Kate Sweetman

Director of Operations

Chris Walling

Founding and Managing Partner

Brian Bunker

Senior Director, Head of Practice Mgt. & Consulting

Eric Beahn

Director of
Advisory Compensation

Chris Radzinski

Director of
Project Management

Bobbie Meola

Managing Partner

Jacob Stewart

Chief Information Security Officer

Jennifer Collins

Director of Advisory Compliance

Kevin Elvington

Director of
Marketing

Michael O'Brien

Managing Partner & National Director of Sales

Karen Miltner

Controller

Heather Meder

Director of Human Resources