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J. Fielding Miller
CEO & Co-Founder
John Appleby
Managing Director, Operations Group
Rush Benton
Senior Director, Strategic Growth
Frank Bub
Senior Director, Wealth Management
Denise Buchanan
Senior Director, Chief Compliance Officer
Kimberly Carter
Senior Counsel, Corporate Services
John D. Curry
Chief Marketing Officer
Kathy Del Corso-Chase
Senior Director, Integration Team, Human Resources
Karen Denise
Senior Director, Head, Wealth Client Service
Jennifer Doss
Senior Director, Defined Contribution Practice Leader
Mary Earls
Senior Director, Finance
Mark Francher
Chief Human Resource Officer
Ben Goldstein
Teri Grubb
Senior Director, Leadership
Wilson S. Hoyle, III
Managing Director, Head of Advisor Group & Director
Margaret Jarocki
Director, Centralized Trading
Phyllis Klein
Senior Director, Retirement Services
John Leissner
Senior Director, Head, Institutional Client Service and Operations
Christina Markell-Balleza
Associate General Counsel & Director
Scott T. Matheson
Managing Director, Institutional Group
Jon Meyer
Chief Technology Officer
Rick Shoff
Managing Director, Advisor Group
Matt Godleski
VP, Financial Advisor
Sue Anderson
VP, Financial Advisor
Shane Hunter
VP, Financial Advisor
Patrick Plunkett
VP, Financial Advisor

Board & Advisors

Dasha Smith
Rob Solomon

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