Contact Us

Home Office

One Liberty Place
53rd Floor
Philadelphia, PA 19103
800.766.2264 Toll-Free
215.569.2224 Phone
215.569.3639 Fax

Brendan Clark, CFA®
Chief Executive Officer

Chris Cullen, CIMA®
Chief Distribution Officer
Cell: 610.500.3115

Joseph Bell
Senior Vice President
Key Accounts
Cell: 215.432.4094

Glenn Dorsey, CFA®, CAIA®
Senior Vice President
Head of Client Portfolio Management
Office: 800.766.2264 x8155

Regional Representatives

Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Cell: 215.805.1075
Delaware, Pennsylvania, Southern New Jersey

Brian Fitzgerald
Senior Investment Consultant
Cell: 508.630.5722
Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island

Kade Vasi
Investment Consultant
Cell; 484.678.8272
Colorado, Iowa, Kansas, Minnesota, Missouri, Nebraska, Oklahoma

Jordan Rapoport
Investment Consultant
Cell: 512.534.6798

Michael Cole, CFP®, CFS®
Investment Consultant
Cell: 704.280.6114
Georgia, North Carolina, South Carolina

Rick Parker
Investment Consultant
Cell: 502.919.3716
District of Columbia, Indiana, Kentucky, Maryland, Ohio, Tennessee, Virginia, West Virginia

Brett McAvoy
Investment Consultant
Cell: 480.370.2688
Arizona, Idaho, Nevada, New Mexico, Utah

Anthony Graves
Investment Consultant
Direct: 858.504.1545
Southern California, Hawaii

Tyler Marlatt, CIMA®
Investment Consultant
Cell: 607.542.0828
Michigan, Wisconsin, Illinois

Michael Wade
Investment Consultant
Cell: 415.264.8346
Alaska, Montana, Northern California, North Dakota, Oregon, South Dakota, Washington, Wyoming

Greg Morel
Investment Consultant
Cell: 914.999.0852
New York, Northern New Jersey, Long Island

Jeffrey Daigneault
Investment Consultant
Cell: 415.676.7164
Alabama, Arkansas, Mississippi, Louisiana, Florida


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