Vince Giovinazzo Headshot V2

Vince Giovinazzo

Founder & Chief Executive Officer

Nick Della Vedova Headshot V2

Nick Della Vedova

President

Jami Chapman

Jami Chapman

Chief Operating Officer & Chief Technology Officer

Jeff Elvander Headshot V2

Jeff Elvander

Chief Investment Officer

Veronica Lee

Veronica Lee

Chief Relations Officer

Jesse Taylor

Jesse Taylor

Senior Vice President, Business Development

Jefferson Cheshier

Jeff Cheshier

Vice President, Institutional Relationship Management

Luke Vandermillen Jr

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, CFA

Kellen Foley, CFA

Director, Investment Management

Matthew Giovinazzo, CFA

Matthew Giovinazzo, CFA

Director, Investment Management

Jonathan Coombs

Jonathan Coombs

Sr. Investment Advisor

Alex Kahn

Alex Kahn

Sr. Investment Advisor

John Nelson, JD

John Nelson, JD

ERISA Specialist

Julia Nayerman

Julia Nayerman

Systems Development Manager

Kristy Smith

Kristy Smith

Systems Data Manager

Janette Oh

Janette Oh

Investment Coordinator

Evan Zytowski

Evan Zytowski

Senior Analyst

Christian-cardenas-Webp

Christian Cardenas

RFP Systems Manager

Nikolas Alexander

Nikolas Alexander

Sr. Coordinator

Carlos Penaloza

Carlos Penaloza

Sr. Advisor Service Associate

Alec Melosini

Alec Melosini

Advisor Service Associate

Alexis Patenaude

Alexis Patenaude

Advisor Service Associate

Reese Wong

Reese Wong

Advisor Service Associate

DaRon Jennings

DaRon Jennings

Advisor Service Associate