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CEOs
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Barrett Porter
Chief of Advisory Services
J.D. Bruce
Chief of Growth
Jorge Paganín
Chief Financial Officer
Gabe Brenner
Chief Investment Officer
Jessica Lu
Chief Operating Officer
Brent Kessel
Founder & Financial Advisor
Spencer Sherman
Founder & Financial Advisor
Brian Canning
Director of Wealth Management
Annemarie Happee
Director of Technology
Walter Yu
Director of Portfolio Management & Trading
Chrysantha Cosby
Director of Client Service
Kate Barron-Alicante
Director of Impact
Ericia Gray
Director of Compliance
Danielle Onesto
Director of Marketing
Brooke Mease
Associate Creative Director
Carrie Armstrong
Executive Assistant & Office Host
Kayla Goold
Executive Assistant & Project Manager
