Douglas Gilbert
Sr. Vice President
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development
Paul Seidman, CFP®, CRPC®
Sr. Vice President
Tim Kallas
Sr. Vice President
Chloe Balon
Chief of Staff and Sr. Director, Firm Partnership
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, CPA, CFP®
Executive Managing Partner, M&A Partner Development
Melissa Nims
Chief Solutions Officer
Ted Motheral, JD, MBA
Executive Managing Partner, M&A Partner Development
Alisa Maute
Executive Managing Director, Head of Client Development
David Oh, JD, LLM
VP, Wealth Strategy

