Ben Kautz, CFP®
Executive Managing Partner, East Division
Jessica Caruso, CFP®
Executive Managing Partner, West Division
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
Jeremiah H. Barlow, JD, MBA, LLM (Tax)
Chief Commercial Officer
Jimmy Zhao, CFA®
Chief Corporate Development Officer
Josh Cogan
Chief of Staff
Kim Lorenz
Chief Compliance Officer
Loren Pierson, CFP®, MBA
Chief Operating Officer
Melissa Nims
Chief Solutions Officer
Alisa Maute, CIMA®, CAIA℠
Head of Client Development
Bryan Powers, CFP®
Executive Managing Partner
David Oh, JD, LLM
VP, Wealth Strategy
Hayley Block, MBA
Executive Managing Partner, Wealth Operations and Experience
