Our Team

Partners

President and CEO

Executive Vice President and COO

Senior Vice President, Business Development and Program Management

Senior Director, Program Management

Director of Marketing

Alternative Investment Analyst

Program Analyst

Vice President National Sales & Client Engagement

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

Sales Consultant

Sales Consultant

Chief Financial Officer

Senior Manager, Human Resources and Administration

Senior Accounting Manager

Director of Technology

Senior Director, Platform Development