Christine Cataldo, CFP®, CRPS®
Chief Technology and Digital Officer
Daniel Gourvitch
President
Dave Welling
Chief Executive Officer
Donald Calcagni, MBA, MST, CFP®, AIF®
Chief Investment Officer
Elizabeth Hioe
Chief People Officer
Gary Foodim
Chief Marketing Officer
Gün Keresteci
Chief Financial Officer
Josh Cogan
Chief of Staff
Kim Lorenz
Chief Compliance Officer
Loren Pierson, CFP®, MBA
Chief Operating Officer
Martine Lellis, CFP®, CPA, MBA
Principal, M&A Partner Development
Ted Motheral, JD, MBA
Principal, M&A Partner Development
Alisa Maute
Executive Managing Director, Head of Client Development
David Oh, JD, LLM
VP, Wealth Strategy
Hayley Block, MBA
Sr. Vice President of Wealth Operations and Experience
Sean Miller
Sr. Director, People Operations
Carrie Ohm
VP, M&A Partner Development
Kate Shackleton
Executive Managing Director
Aaron Bauer, CFP®, CSLP®
Sr. Manager, Financial Planning
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
