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Business Development Team
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Business Development Team
Zack Dukich
SVP, Co-Head of National Sales
Robert A. Schlegel
SVP, Co-Head of National Sales
Jim Way
SVP, Head of Internal Sales
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Steven Elf
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Rob Holmes
Internal Sales Manager
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Connor Thompson
Platform Investment Consultant
Mark Manos, CFS®
Senior Investment Consultant
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Greg Morel
Senior Investment Consultant
Rick Parker
Investment Consultant
Jordan Rapoport
Investment Consultant
Jason Snyder, CFP®
Investment Consultant
Thomas Duffy, CFA®
Senior Client Portfolio Manager
Tom Finnegan
Director of Design and Production
Jeffrey Coron, CIMA®
Head of National Accounts
Joseph Bell
Senior Vice President, Key Accounts
Ryan Gardner, CFA®
Client Portfolio Manager
Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Joshua Graff, CFA®
Associate Client Portfolio Manager
Jackson Connor
Head of Distribution Analytics
Kristin Fink
Director of Marketing Communications
Ryan Steele, CFA®
Investment Consultant
Nick Frese
Marketing Tech Specialist
Justin Terman
Investment Consultant
Noah Howard, CIMA®
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Brendan May
Director, CPM Analyst Team
Emily Thompson
Tax Transition Specialist
Jarred Sutton
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Renee Putman
National Accounts Senior Data Analyst
Tyler Marlatt, CIMA®
Investment Consultant
Tyler Heyser
Senior Relationship Manager — Team Lead
Ryan Schnittker, CFP®
Platform Investment Consultant
Frank Little
Platform Investment Consultant
Ian Piety
Platform Investment Consultant
Jenna Kepner
Platform Consultant
Keegan DeVoy
Senior Platform Consultant
Len Oliveri
Engagement Consultant
Chris Allen
Engagement Consultant
Jake Whitmoyer
Tax Transition Specialist
Edward Kerper
Platform Consultant
Brian Conway
Senior Relationship Manager
