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Business Development Team
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Business Development Team
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Zack Dukich
SVP, Divisional Sales Manager
Robert A. Schlegel
SVP, Divisional Sales Manager
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Joseph Bell
Senior Vice President, Key Accounts
Jim Way
VP, Head of Internal Sales
Jackson Connor
Head of Distribution Analytics
Tom Finnegan
Director of Design and Production
Rob Holmes
Internal Sales Manager
Kristin Fink
Sr. Marketing Communications Manager
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior 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
Connor Thompson
Platform Investment Consultant
Mark Manos, CFS®
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Kevin Burns
Relationship Manager
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
Len Oliveri
Engagement Consultant
Chris Allen
Engagement Consultant
Gina Vanore
Senior Relationship Manager
Andrew Carrigan
Relationship Manager
Shayne Jones, APMA
Relationship Manager
Zach Pinto, AFIM®
Relationship Manager
Joe Monaghan
Relationship Manager
Andrew Babin
Platform Consultant
Brian Conway
Relationship Manager
Tyler Heyser
Senior Relationship Manager
Frank Barr
Relationship Manager
Austin Spencer
Relationship Manager
Jenna Kepner
Platform Consultant
Keegan DeVoy
Platform Consultant
Pearse Hobson
Platform Consultant
Jack McLane
Platform Consultant
Krissy Millar
Senior Sales Coordinator
