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JOSEPH G. MICHALETZ

CEO

CRAIG COVINGTON

President, Chief Due Diligence Officer

MATTHEW INGBER

Chief Operating Officer

LAUREN RICHARDS

SVP - INVESTMENT PRODUCTS

ERNEST G. STRAUSS IV

Chief Compliance Officer

KIMBERLY RYAN

Chief Financial Officer, FINOP

MIKE O’TOOLE

Relationship Manager

CANDACE BROWN

Vice President of Operations

BRIDGET OSLUND

Operations Analyst, Administrative Associate

AMANDA INGWERSEN

Marketing and Operations Associate

JOHN MARTIN

SVP - WEALTH MANAGEMENT

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