Thomas Moran, AIF®

Chairman | CEO | CIO
Anthony Stich

Chief Marketing Officer
Kylen O’Keeffe

Chief Brand Officer
Timothy O’Leary

Chief Compliance Officer
Kathy Herget

Senior Client Operations Specialist
Katie Schold

Human Resource Officer
Marissa Plummer

Marketing Manager
Lucca Delcompare, AIF®

Compliance Associate
Christian Pineda, AIF®, SE-AWMA™

Finance Officer
Jeffrey LeBriton

Executive Assistant to the President