Meet our Team
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Mark Alarie
VP Investments
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Robert Baker
VP Investments
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David Block
CFP(r), EA, CTC
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Richard Buffkin
VP Investments
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Michael Collesano
VP Investments
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Kyle Cronan
VP Investments
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Andrew Dorman
VP Investments
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Dan Drahos
SVP Investments
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Andrew Gersbach
VP Investments
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David Gluckle
VP Investments
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Matthew Greene
VP Investments
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David Guilfoyle
VP Investments
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Nicole Guimonds
VP Investments
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Craig Herman
VP Investments
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Joshua Hutt
VP Investments
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James Johnson
VP Recruitment
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Rolandus Johnson
VP Investments
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Allan Katz
VP Investments
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Manen Kothari
CPA
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James Lee
VP Investments
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Tony Melvin
VP Investments
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Geoffrey Nadler
VP Investments
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Drew Paul
VP Investments
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Kate Phan
VP Investments
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Jerry Polovnuk
VP Investments
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Michael Saenz
VP Investments
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David Serrano
VP Investments
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Douglas Shaffer
VP Investments
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Blake Stewart
Analyst
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Hannah Thieneman
VP Investments
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Scott Valenti
VP Investments
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Eva Valentine
SVP Investments
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Jim Webb
CFP
