David A. Stone

Founder

Trina Stone

Executive Chair & Co-Founder

Craig Wietz

President

Alejandra Castillo-Garcia

Product Manager

Aniket Kajale

Investment Performance Analyst II

Harper Wilson

System Analyst

Janise Hiatt Soto

Analyst

Nishimwe Maria-Goreth

Investment Performance Analyst II

Stefan Maxwell

Investment Performance Analyst II

Steve Krause

Senior Performance Analyst

Zia Shafa

Performance Data Analyst

Colette C.

Quality Assurance Analyst II - Products Performance & Integrations

Karthik Thanikachalam

Senior Technical Product Manager

Deniqua LaCour Hill

Chief Administrative Officer

Rachel Guy

Managing Director At First Rate

Kathryn Stone

First Rate Community Manager

Shauna Cooper

Human Resources Manager

Ryan Kephart, MBA, PHR

HR Manager

Jack M. Melton

Technical Support Analyst

Joshua Reeves

Solutions Consultant

David Bronson

Controller

DeAnn White

Human Resources Generalist

Jon Beadles

Managing Director

Andrew D.

Director, Information Security

Emily Harvell

Corporate Brand Associate II

Kate Baird

Managing Director, Wealth Management Platform

Charity B.

Summer Associate

Deborah Repak

Managing Director - First Rate Global

Jonathan McDonald

Relationship Manager

Prabhakar Reddy

Strategic Advisor

Dr. Ahmad El-Katib

Chief Product Officer

Marshall Smith

Senior Advisor

Thomas Teschner

Auditor

Jon O'Ferrall

Senior Database Administrator

Aadil Ansari

Fulfillment Manager

Rob Bethmann

Client Service Manager

Nick Rod

Account Executive

Opeolu Fasola

Technical Project Manager

Logan Taylor

Account Executive

Kristina Cook

Assistant Controller

John Watkins

Director of R&D

Arthur Apodaca

Service Manager

Mariana Figueroa Alfaro

Investment Performance Auditor