Vince Giovinazzo
Founder & Chief Executive Officer
Nick Della Vedova
President
Veronica Lee
Sr. Vice President, Client Service
Jami Chapman
Chief Operating Officer & Chief Technology Officer
Joel Shapiro, JD, LLM
Sr. Vice President, ERISA
Jesse Taylor
Vice President, Business Development
Jeff Cheshier
Vice President, Institutional Relationship Management
Luke Vandermillen, Jr
Sr. Associate, Business Development
Lea Garrison
Strategic Partner Relationships
Maria Salb
Assistant Vice President, Customer Service
Kellen Foley, CFA
Director, Investment Management
Matthew Giovinazzo, CFA
Director, Investment Management
Johnathan Coombs
Sr. Investment Advisor
Alex Kahn
Sr. Investment Advisor
Geoff Keeling, CFA
Director, Investment Research
Daniel Kallus, CFA
Investment Analyst
Kyle Olson, CFA
Investment Analyst
Ryan Hamilton, CFA
Investment Analyst
Jessica Espinoza, CFA
Investment Analyst
John Nelson, JD
ERISA Specialist
Tom Bastin, JD, LLM, AIF, CEBS
ERISA Specialist