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Jared Greenberger, WMS™

Service Operations Associate

San Diego

Jasmine Honda

Client Service Specialist

Newport Beach

Jefferson Bell, FPQP®

Client Service Specialist

Atlanta

Jen Montero, FPQP™

Sr. Client Service Specialist

Allentown

Jenna Martinez

Private Market Specialist

Newport Beach

Jesse Frehling, AIF®

Regional Vice President

New York

Jesse Mignone

Manager, Client Service

Melville, New York

Jessica Livingston

Sr. Client Service Specialist

Springfield

Jessica Rowe

Sr. Client Service Specialist

Austin

Jessica Villarin

Client Service Specialist

San Diego

Jiany Lindsey

Client Service Specialist

Morristown

Jill Abell

Manager, Client Service

Bend – Downtown, Bend

Jill Varnum

Manager, Client Service

Atlanta

JoAnn Ferradino

Sr. Client Service Specialist

Albuquerque, Scottsdale

Jody Wyatt

Sr. Client Service Specialist

Richmond

Joe Scotti

Client Service Specialist

New York

Joel Sciabarrasi

Product Manager, Investment Platform

Boston – West

Jonathan Pusey

Service Operations Associate

Richmond

Jonathan Tull

Client Service Specialist

San Diego

Jordan Shivery

Client Service Specialist

Hunt Valley

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