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Matthew Litwin
CEO & Managing Director
Matthew Litwin
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Gretchen Shoup
COO & Managing Director
Jill Grenda
CCO & Director
Mark Thomas
CIO & Managing Director
David Morris
Head of Manager Research & Managing Director
Jim Foster
Managing Director
David Lovejoy
Managing Director
Gregory Curtis
Managing Director
Jared Zeigler
Managing Director
Jeff Moyer
Managing Director, Head Of Advisory Team
Owen Zajdel
Director
Brian La Bore
Director
Chad Cribbs
Director
Jamie Linhart
Director
Wendy Pan
Director, Research
David C. Wells
President
Dotti Sloan
Client Service Team Manager
Michele Gilliland
Administrative Assistant & Office Manager
Dana Schmitt
Manager, Corporate Administration
Nikki Huber
Senior Client Account Administrator
Chris Conti
Senior Client Account Administrator
Johanna Matsui
Senior Client Account Administrator
Fritzy Ezzeddine
Client Account Administrator
Jessica Lattanzio
Client Account Administrator
Zachary Nolan
Performance Analyst
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