Our Team

Partners

President and CEO

Executive Vice President and COO

Senior Vice President, Business Development and Program Management

Senior Director, Program Management

Alternative Investment Analyst

Director of Marketing

Senior Director, Sponsor Relations

Senior Director, Financial Firm Implementation and Client Services

Senior Consultant, Advisor Relations

Senior Manager, Financial Firm Client Solutions and CE Relations

Chief Financial Officer

Senior Manager, Human Resources and Administration

Senior Accounting Manager

Director of Technology

Senior Director, Platform Development