Andree Mohr

President

John C. Pastore

SVP

Caitlyn Frament

Director of Compliance

Jennifer Rapoza

Director Of Operations, Office Of The CIO

Erin Haskell

Compliance Operations Manager

Gregory Freeman

Advanced Planning Specialist

Caitlyn Nelson

Head Trader

Colin Dunn

Systems Administrator

Mohammed Rahman

Senior Accountant

Aaron Tsatskis

Wealth Management Advisor