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Business Development Team
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Business Development Team
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Zack Dukich
SVP, Divisional Sales Manager
Robert A. Schlegel
SVP, Divisional Sales Manager
Jim Way
SVP, Head of Internal Sales
Rob Holmes
Internal Sales Manager
Peter J. Eisenrich, CFA®
VP, 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
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Patrick Schultz, J.D.
Senior Wealth Planner
Thomas Duffy, CFA®
Client Portfolio Manager
Jackson Connor
Head of Distribution Analytics
Kristin Fink
Director of Marketing Communications
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Nick Frese
Marketing Tech Specialist
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Jeffrey Daigneault
Investment Consultant
Ryan Gardner, CFA®
Client Portfolio Manager
Joshua Graff, CFA®
Associate Client Portfolio Manager
Anthony Graves
Investment Consultant
Greg Morel
Investment Consultant
Rick Parker
Investment Consultant
Jordan Rapoport
Investment Consultant
Renee Putman
RFP Specialist/Product Analyst
Jason Snyder, CFP®
Investment Consultant
Ryan Steele, CFA®
Investment Consultant
Justin Terman
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Connor Thompson
Platform Investment Consultant
Mark Manos, CFS®
Platform Investment Consultant
Ron Bittone
Engagement 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
Brendan May
Director, CPM Analyst Team
Emily Thompson
Tax Transition Specialist
Len Oliveri
Engagement Consultant
Chris Allen
Engagement Consultant
Tyler Heyser
Senior Relationship Manager
Gina Vanore
Senior Relationship Manager
Jake Whitmoyer
Tax Transition Specialist
Steve Versage
Client Portfolio Analyst
Pat Camilli
Client Portfolio Analyst
