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Business Development
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Team
Business Development Team
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Michael Wade
Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Investment Consultant
Robert A. Schlegel
SVP, Divisional Sales Manager
Anthony Graves
Investment Consultant
Connor Thompson
Platform Investment Consultant
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Jim Way
VP, Internal Sales Manager
Joseph Bell
Senior Vice President, Key Accounts
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Rick Parker
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
