Directory
SQ
Shaun Quin
President
BF
Bill Friend
Founder, Managing Partner
LD
Lori Davey
President
DP
Dave Palmstein
CEO and Managing Member
SW
Stephanie Wedeking
President
DC
David Tassone, CFP®
Los Angeles President Elect
GB
Gigi Brisson
Founder & CEO
DG
Derek Gaertner
Partner, Chief Operating Officer & Chief Compliance Officer
BL
Bill Lundy
President
EG
Ed Gallagher
President and CEO
AS
Adam Seitchik
President, New Summit Investments
GW
Greg Wait
Founder
CM
Chad Bailey, MBA
Manager/Chief Compliance Officer
RC
Robert C. Lawton, AIF, CRPS
Founder & President
MC
Marcia J. Peters, CFA
Chief Investment Officer and Director of Investment Solutions
TC
Tanya Steinhofer, CFA, CFP®
Founder and Principal
SN
Soumaila Naba
Senior Software Engineer Team Lead
DM
Dipankar Manna
Scientist at Nykode Therapeutics I Vaccine Discovery - Oncology & Infectious Diseases
TN
Tom Neeteson
COO
AM
Alexandre DE JUAN MATEO
Ex-Googler
LF
Lisa Ferrando
Manager Audit chez KPMG France
JH
Jacques Hanot
Magistère Finance Sorbonne | Master Ingénierie Financière
VT
Virginie LE TUMELIN
Directrice IME Excelsior, IME Le Tremplin et MECS Henri Ruel, chez Association Vivre et devenir - Villepinte - Saint-Michel
WH
Walid Hachani
Software Development Engineer chez Conseil National de l'Ordre des Médecins
RD
Rémi Delabarre
Acting Controller chez Howmet aerospace