Directory
BD
bryan dornan
Editor In Chief at Refi Guide
EH
Elissa (Kadison) Harman
Creative Product Lead, Content | Creative Shop at Facebook
BM
Bruce McGuire
Co-Founder, Co-Chair
DG
David Geffen
Vice Chair & Secretary | Board Member
JL
Jeff Lombardi
Founder
SL
Stephen Lautenschlager
Chairman & CEO
SC
Sid Malhotra, CFA, CPA
Chief Investment Officer
JW
Jeremy Wilson
Chief Compliance Officer
AO
Amber Ott
Manager of Investment Operations and Chief Compliance Officer
JD
John Downing
Co-Founder. Managing Partner. CIO.
JC
Jason Jackson, Chairman
Chief Investment Officer
KN
Kelly Nam
Founder/Managing Partner
BY
Brian Yacktman
CIO & Portfolio Manager
TK
Todd Koopersmith
Principal Owner
WU
W. Trevor Uhl
CFO & Co-Founder
EF
Emmanuel Ferreira
Chief Strategy Officer (CSO) / Chief Investment Officer (CIO)
SB
Stuart Bell
Chief Operating Officer
PD
pankaj dhir
ceo
JM
John Maute
Chief Executive Officer
LC
Lisa Leff Cooper, CFA®, CFP®
President
TK
Taha Khalil
Manager-Treasury
NS
Nika Shakhnazarova
UK Editor, New York Post
LL
Lisa Lockhart
Nusing Excellence Coordinator at Ephraim McDowell Health
SR
Sara Routhier
Managing Editor at 360 Quote LLC
DR