Vince Giovinazzo
Founder & Chief Executive Officer
Nick Della Vedova
President
Jami Chapman
Chief Operating Officer & Chief Technology Officer
Jeff Elvander
Chief Investment Officer
Veronica Lee
Chief Relations Officer
Jesse Taylor
Senior 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
Jonathan Coombs
Sr. Investment Advisor
Alex Kahn
Sr. Investment Advisor
John Nelson, JD
ERISA Specialist
Julia Nayerman
Systems Development Manager
Kristy Smith
Systems Data Manager
Janette Oh
Investment Coordinator
Evan Zytowski
Senior Analyst
Christian Cardenas
RFP Systems Manager
Nikolas Alexander
Sr. Coordinator
Carlos Penaloza
Sr. Advisor Service Associate
Alec Melosini
Advisor Service Associate
Alexis Patenaude
Advisor Service Associate
Reese Wong
Advisor Service Associate
DaRon Jennings
Advisor Service Associate