Dave Welling

Chief Executive Officer

Loren Pierson

Chief Operating Officer

Martine Lellis

Chief Talent and Administrative Officer

Mathew Encino

VP, General Counsel

Kimberly Lorenz

Chief Compliance Officer

Henry Lao

VP, Investments

Michael Hewel

Director, Trading & Shareholder

Ron Blood

Vice President Of Accounting, Corporate Controller And Treasurer

Anthony Santaularia

Vice President, Real Estate And Facilities

Elizabeth Hioe

Chief People Officer

Brittany Rice

Wealth Advisor

Spencer Anderson

Regional Sales Associate

Nina Hernandez

Client Services Manager