OUR TEAM
Decades of Industry Experience
Chief Executive Officer
Chris DeLaura
Chief Investment Officer
Austin Root
Chief Operations Officer
Eamonn O'Brien
Chief Compliance Officer
Jeff Sargent
Chief Technology Officer
Sam Clifford
National Director of Business Development
William Pedersen
Director of Marketing
Claire Snider
Head of Human Resources
Thelma West
Director of Wealth Management
Tom Vatavuk, CFP®
Chief Investment Officer
Austin Root
Deputy Chief Investment Officer, Portfolio Manager
Michael Joseph, CFA
Deputy Chief Investment Officer, Portfolio Manager
Mario Valente, CFA
Senior Investment Analyst
Jacob Abrams
Trader & Senior Analyst
Vincent Dolce
Trading Assistant
Gregory Gorea
Onboarding Director
Bethany Ahlquist
Director of Wealth Management
Tom Vatavuk, CFP®
Director of Client Services
Shannon Dillard
Client Service Associate
Corey Drejas
Senior Wealth Manager
Chris Gilmor, CFP®
Wealth Manager
Zach Laws, CRPC™
Wealth Manager
Jared Skinner
Wealth Manager
Jeff Starr, CRPC™
Senior Wealth Manager
Kimberley Threadgill, CFP®, CDFA®
Client Service Associate
Adrienne Villano
Senior Wealth Manager
Ryan Walker, CFP®, CEPA
Senior Wealth Manager
Maurice Whittaker, CFP®
Director of Marketing
Claire Snider
Marketing Coordinator
Camilla Juarez
Events & PR Specialist
Taylor Jones
Senior Vice President of Business Development
Rick Kennedy
Senior Business Development Representative
Peter Mahony
Business Development Representative
Robert Moreland
Business Development Representative
David Ortiz
National Director of Business Development
William Pedersen
Business Development Director
Kenneth Sitnick
Manager of Internal Business Development
Ty Trosky
Operations Enrollment Lead
Meghan Caldwell
Chief Operations Officer
Eamonn O'Brien
Operations Director
Jennifer Ramos-Robinson
Operations Analyst
Nick Schaffer
Controller
George Stock
