Driving growth & better client outcomes

Molly Bennard

Chief Executive Officer

Amy DeTolla

Chief Experience Officer

Kathleen Alcorn

Chief Marketing Officer

John Stelley

Chief Compliance Officer

Kristen Bell

Head of Compliance & Regulatory Affairs

Josh Davison

Director, Portfolio Management & Investment strategy

Shane Hermann

Director, Practice Management & Operations

Samuel Jack

Vice President, Strategy & Operations

Coire Jones

Chief Technology Officer

Souvik Paul

Finance Director

Daniel Rickard

Director, Strategic Initiatives

Luke Robinson

Senior Associate, Strategy & Operations

Jordan Rosen

Director of Marketing

Ashleigh Tanella

Director of Employee Success

Andrew Waldren

General Manager

Financial advice, powered by human connections.tm