Org chart
Travis Jarae
Founder & CEO
Travis Jarae
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Jennie Berry
MD & President
Gilad Rosner
Principal Advisor
Raman Narayanswamy
Principal Advisor
Charles Walton
Principal Advisor
Stacy Schulman
Chief Marketing Officer
Cameron D'Ambrosi
Managing Director
William Charnley, MBA
Managing Director
Will Charnley
Director, Advisory Services
Edward Ziskin
Creative Director
David Pedro
Senior Manager, Financial Planning Analysis
Andrew Bowden
Product Manager
Dax Dizon
Market Research Manager
Grant Gillem
Associate
Marc Chongkavinit
Associate
Carleigh Leyman
Associate
Jonathan Gergis
Analyst
Grant Drager
Account Executive
