Directory
AM
Annie Michalski
Social Chair
BL
Bruce Levine
Chair, Foundation for the Accreditation of Cellular Therapy Professional Relations Committee
VE
Victoria Eagles
Diversity and Inclusion Chair
ST
Stacie Taylor
Chair, Applied Technologies
B[
Brian Panetta [he/him/his]
Chair of the Visual and Performing Arts
KC
Kirsten Larkin Chalfant
Social Chair
MF
Mohammed J. Al-Jaghbeer, MD, FCCP
Chair- Code blue and rapid response committee
MF
Megan Freedholm
Chairwoman
DC
Dianne Camella
Chair of Professional Standards
EG
Eric Graber
President, Co-Owner
JD
Jason D.
Chief Operating Officer
ST
Samuel Tang
Managing Partner and Founder
DD
David Daglio
Chairman Of The Board
DC
Derek Ghia, CFP®,CIMA®
Chief Executive Officer
DC
Dan Flannery, CFA
President & Wealth Manager
GC
Gary A. Reneau, CFA
CEO / CIO
BG
Bob Graham
Founder
CN
Catherine Newcomb
Chief Compliance Officer
BG
Bennett Gross
Chief Investment Officer
SD
Sheldon Dyck
Executive Chairman
JC
Jessamyn Larrabee Norton, CFA, CMT
Chief Investment Officer, Principal, Senior Vice President
LC
Lu Chang, CFA, FRM, CAIA
Chief Risk Officer
AC
Andrew Casteel, CFP®
Chief Investment Officer, Financial Planner
BC
Brad Beatty, CFA
Interim Chief Executive Officer | Board Member
CG
Cory Gilbert
Vice President & Chief Accounting Officer - Asset Management Business