Vince Giovinazzo

Vince Giovinazzo

Founder & Chief Executive Officer

Nick Della Vedova

Nick Della Vedova

President

Veronica Lee

Veronica Lee

Sr. Vice President, Client Service

Jami Chapman

Jami Chapman

Chief Operating Officer & Chief Technology Officer

Joel Shapiro, JD, LLM

Joel Shapiro, JD, LLM

Sr. Vice President, ERISA

Jesse Taylor

Jesse Taylor

Vice President, Business Development

PROVISIONAL_Jeff-Cheshier

Jeff Cheshier

Vice President, Institutional Relationship Management

Luke-Vandermillen-scaled

Luke Vandermillen, Jr

Sr. Associate, Business Development

Lea Garrison

Lea Garrison

Strategic Partner Relationships

Maria-Salb

Maria Salb

Assistant Vice President, Customer Service

Kellen-Foley

Kellen Foley, CFA

Director, Investment Management

Matthew Giovinazzo, CFA

Matthew Giovinazzo, CFA

Director, Investment Management

Jonathan-Coombs

Johnathan Coombs

Sr. Investment Advisor

Alex-Kahn

Alex Kahn

Sr. Investment Advisor

Geoff-Keeling

Geoff Keeling, CFA

Director, Investment Research

Daniel Kallus, CFA

Daniel Kallus, CFA

Investment Analyst

Kyle-Olson

Kyle Olson, CFA

Investment Analyst

Ryan-Hamilton

Ryan Hamilton, CFA

Investment Analyst

Jessica Espinoza, CFA

Jessica Espinoza, CFA

Investment Analyst

John-Nelson

John Nelson, JD

ERISA Specialist

Tom-Bastin

Tom Bastin, JD, LLM, AIF, CEBS

ERISA Specialist