Directory
EO
Ethan Oetter
President
AC
Andrew Bolyard, CFP®
Chief Investment Officer
MC
Mark Berube, ChFC, CLU
Owner & President
JC
Johan Strand, CFA
Founder
AS
Aakash Shah
Co-Founder
MZ
Matthew Zenz
Chief Investment Officer
JF
Jon Fleming
President
BR
Brian Roth
Chief Executive Officer and Chief Investment Officer
DG
Dave Grundfast
Co-Founder
AW
Austin L. Wright
Founder and CEO
NT
Nick Thakore
Founder and CIO
CW
C. Morgan Wurst
Chief Investment Officer & Executive Director
MF
Maria Pilar F.
Family Banker
SR
Sandra Cantero Rabanillo
Staff Software Engineer
ML
Martasonia López
Editor
RB
Rafael Bonafé
Sr. Manager Planning LAM at adidas
EH
ES
Eva Santana
Profesora Instituto FP
A(
Ankit Singh (PhD)
Associate Director Sustainability
LR
LAURA MARTÍN RODRÍGUEZ
Learning Specialist
MA
Marta Del Alamo
Market Lead - France
EF
Esther F.
Fundadora
QM
Qurat ul Ain Mumtaz
Mentor