Mat Sorensen

CEO

Aaron Halderman

Chief Operating Officer, Managing Director

Kyle McMillan

Chief Financial Officer

Peter Nguyen

Director, Trust Accounting

Hayden Gibby

Director, Accounting & Finance

Mike Catalano

VP Of Technology

Ryan Hyde

Sr Manager, New Accounts

Savanna Anzalone Adams

Client Services Representative

Heidi Faulk

Director Investment Transactions

Jeff Minnick

Vice President Of Business Development

Lindsay Mersino

Executive Director, Client Services

Lauren Claypool

Transfers Representative Team Lead

Ruben Bedon

Asset Maintenance Coordinator

John Desantiago

Business Development

Markus Mollica

Sales

Matthew Duffy

Relationship Manager

Mark J. Kohler

Co-founder And Board Member

Dominque Diggs

Accounting Controller