Directory
RK
Richard Krawczyk
Chairman Of The Board
GC
Glenn Cunningham
President
ML
Michael Leist
Chief Experience Officer
GZ
Gabriel Zamora
Founder, Managing Partner
BO
Bill ODonnell
Senior Managing Director, Multi Employer Plans
AH
Amy Hone
Deputy CCO / Vice President, Compliance & Operations
DP
Daniel Porcello
CFO and Partner
CA
Corey Arbogast
Owner, Fund Manager
SH
Sam Hou
Founder and Chief Investment Officer
BP
Bradley Nelson, CFP®, P.E.
President
RB
Roger Barone
Managing Partner & Portfolio Manager - Prop Trading
AC
Andrew Mehalko, CFA
Partner & Co-CIO
TS
Todd Steinbrink
President
BS
Brad Slingerlend
Co-Founder and Investor
RS
Rami Sarafa
Chief Executive Officer
PI
Pat Inlander
Chief Revenue Officer
JT
Joe Tylicki
Vice President and CFO
CC
Christopher Yates, CFA
CEO and Chief Investment Officer
BC
Brad Packer, CPA
Chief Compliance Officer
OS
Oscar Sanz-Paris
Managing Principal
LB
Liz (Johnson) Boeckmann
SVP, Chief Administrative Officer
JC
Jansen Hein, CPA
Chief Financial Officer & Chief Operating Officer
RC
Rob Mastel, CFP®, CEBS
President
LP
Linsey Schoemehl Payne
Chief Compliance Officer
JL
Joe LaPalm
Chief Compliance Officer