Org chart
Co-CEOs
Collapse
Frank McFarland
Founding Partner
Jeff Westsmith
Founding Partner
Bethany Peterson
Partner, CFO
Dean Horwitz
Partner, COO
Megan Whyte
Partner, CCO
Lior Kosovski
Chief Compliance Officer, General Counsel
Aaron Price
Partner
Christian Nelson
Partner
Garret Giglia
Partner
Harry Guilfoyle
Partner
Ian Linford
Partner
Sam Shephard
Partner
Jesse Wood
Managing Director
John Stone
Managing Director
Scott Gutterman
Managing Director
Jeff Sawin
Managing Director
Nick Roberts
Managing Director
Christie Olsson
Managing Director, Senior Wealth Strategist
Jon Kropf
Managing Director
Jeremy Wenner
Managing Director
Adam Beard
Managing Director
Steve Stauff
Managing Director
Nicole Cole
Senior Director, Human Capital
Jennifer Young
Senior Director
Julienne Gehring
Senior Director
Connor Smith
Senior Director
Mike McIntosh
Senior Director
Natalie Zohuri
Director
Colin Mark-Griffin
Director of Research
Brianna Mariolle
Director
John MacLean
Associate Director
Haldo Cabrera
Associate Director
Gustavo Pires
Associate Director
Nicolle Baria
Associate Director
Leon Baer
Director
Angus Smith
Associate Director
John Dorr
Associate Director
Will Eckstein
Associate Director
Greg Heiser
Associate Director
Katia Stern
Associate Director
Jack Ratliffe
Associate Director
Jonathan Barnes
Associate Director
