Business Development Team

Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Joseph Bell
Senior Vice President, Key Accounts
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Zack Dukich
SVP, Divisional Sales Manager
Robert A. Schlegel
SVP, Divisional Sales Manager
Jim Way
VP, Head of Internal Sales
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Anthony Graves
Investment Consultant
Greg Morel
Investment Consultant
Brett McAvoy
Investment Consultant
Rick Parker
Investment Consultant
Ryan Steele, CFA®
Investment Consultant
Jordan Rapoport
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Michael Wade
Investment Consultant
Connor Thompson
Platform Investment Consultant
Mark Manos, CFS®
Platform Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Steven Elf
Platform Investment Consultant
Jarred Sutton
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Frank Little
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Len Oliveri
Engagement Consultant
Chris Allen
Engagement Consultant