Nick Della Vedova
President
Jami Chapman
Chief Operating Officer & Chief Technology Officer
Jeff Elvander, CFA
Chief Investment Officer
Veronica Lee
Chief Relations Officer
Jesse Taylor
Sr. Vice President, Business Development
Director, Business Development
Maria Salb
Assistant Vice President, Customer Service
Martin Graham
Sr. Marketing Manager
Cesar Robles
Graphic Designer
Ashley Passow
Sr. Marketing Specialist
Melody Ravanipour
Marketing Specialist
Megan Espinosa
Sr. Marketing Coordinator
Julia Nayerman
Systems Development Manager
Kristy Smith
Systems Data Manager
Drew Shaughnessy, CFA
Sr. Investment Analyst
Janette Oh
Sr. Investment Coordinator
Christian Cardenas
RFP Systems Manager
Lea Garrison
Strategic Partner Relationships
Carlos Penaloza
Relationship Manager
Alexis Patenaude
Advisor Service Trainer
Brandon Corbitt
Advisor Service Trainer
Matt Frankis
Advisor Service Trainer
Nikolas Alexander
Sr. Advisor Service Associate
Da'Ron Jennings
Advisor Service Associate
Brooke Visagie
Advisor Service Associate
Jasmine Lambert
Advisor Service Associate
Michael Cleofe
Advisor Service Associate
Candice Velasquez
Advisor Service Associate
Destiny Ray
Advisor Service Associate
Raven O'dell
Advisor Service Associate
Christina Wellman
Sr. Service Coordinator
Ashley Valdez-Pham
Service Coordinator
Brittany Holt
Operations Coordinator
Selena Martinez
Operations Coordinator