Directory
AC
Alexander Cooke
CEO & Founder
CC
Christopher Meredith, CFA
Co-Chief Investment Officer
BR
Ben Rossman
Owner
TS
Thomas Scalia
CFO
KC
Kathy Steinbrecher, CFA
CEO, Wealth Management Advisor
AP
Amit Patel
Chairman Of The Board and Co-founder
AB
Andrew Brennan
Chair
JK
Jatin Kakkar
CIO & Managing Partner
AB
Aileen Burrows
Chief Operating Officer
BG
Bob Groenke
President & CEO
FR
Felipe Rodriguez-Otero
President and Founder
KD
Kevin Droutman
Chief Accounting Officer and Treasurer
RH
Russell Haden
Chair
EP
Elena Panaritis
Founder - CEO
DP
Dana Pointer
Chief Operating Officer & Chief Compliance Officer
SK
Susan Kirshner
Founder
JR
John W. Rende
Founder & General Partner
EF
Eli Fried
CEO
SC
Sudhir C.
Founder
SZ
Sen Zhang
Founder/ Managing Partner
DK
David Kenerson
Owner
CT
Choose Taurman
Co-Founder
JC
Jennifer Newell, CFA, CAIA
President, Principal, Managing Senior Consultant
PC
Paul Vezolles, CFA
President
PC
Puneet Chadha
COO, Board Member