Directory
SA
Sheila Asher
Chief Operating Officer & Managing Director, Institutional Asset Management
WH
William Hines
Chief Technology Officer
FM
Folana Miller
President
RR
Rodrigo C. Rego
CEO
DB
Dana Behar
Owner
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