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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
Matt Gordon
EVP, Chief Technology Officer
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Patrick Hart
Director of Technology and Business Intelligence
Steven Elf
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Rob Holmes
Internal Sales Manager
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Chad Painter, CIPM®
EVP, Chief Operating Officer
Connor Thompson
Platform Investment Consultant
Mark Manos, CFS®
Senior Investment Consultant
Harry Clark, CFP®
Executive Chairman
Brendan Clark, CFA®
Chief Executive Officer
Colene Clark Bittone
EVP, Corporate Culture
K. Sean Clark, CFA®
EVP, Chief Investment Officer
Colleen Rowley
Director of Operations
