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Stephen P. Lack
Founder & Managing Partner & CIO
Stephen P. Lack
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Wesley Kubesch
Partner & Director of Research & Portfolio Manager
Sigita Burchfield
Partner & Controller
Jackie Zhuang
Partner & Controller
Waleed K. Alasfoor
Strategic Partner, MENA Region
Richard Harris
Strategic Partner, Dubai
Wael Salam
Strategic Partner, USA
Jonathan Lack
Director of Strategic Partnerships
Chad Estep
Partner, Chief Compliance Officer
Alexander Keller
Director Of Research & Trading
Nolan Gladieux
Director - Investment Research
Carrie Faulkner
Senior Client Service Associate, Personal CFO Services
Craig Cardwell
Partner, Regional CFO
Robin Skeen
Associate Partner, Head Of Personal CFO Services
Michele Murphy
Head Of Employee Relations For Corient
Kelly Murray
Head Of Talent Attraction & Acquisition
Justin Husson
Partner | Information Technology Director
Alfredo la Rosa
Partner, Wealth Advisor
Cfa® Carmen A. Iamandii Cfp®
Associate Partner & Wealth Advisor
Larry Nakamura
Vice President Compliance
Rachel Lim
VP Of Digital Marketing
Erinn Lott
Director Of Operations
Marissa Oyervides
Director Of Operations
