Our Team

Partners

President and CEO

Executive Vice President and COO

Senior Vice President – Business Development and Program Management

Senior Director – Program Management

Senior Director of Marketing

Alternative Investment Analyst

Team Lead – Program Analyst

Vice President – Client Engagement

Senior Director – Financial Firm Implementation and Client Services

Senior Consultant – Advisor Relations

Director – Financial Firm Client Engagement and CE Relations

Financial Firm Engagement Consultant

Platform Consultant

Chief Financial Officer

Senior Manager – Human Resources and Administration

Senior Accounting Manager

Director of Technology

Senior Director – Platform Management