Org chart
Eric Kittner
Managing Partner & Chairman
Eric Kittner
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Keith Bowles
Chief Operating Officer
Aoifinn Devitt
Chief Investments Officer
Bethany Wilkinson
Chief Talent Officer
Rick Weissinger
Chief Marketing & Communications Officer
Deb Dubin
Chief Philanthropy Officer
Amanda Barrale
Chief Platform Officer
Adam Kruger
Chief Compliance Officer
Bill Rowe
Chief Growth Officer
Brett Woodruff
VP, Analytics
Shawn Paulk
VP, Mergers & Acquisitions
Jordan Janes
Partner
Michael Hollo
Partner
Anthony Aiazzi
Partner
Daniel West
Partner
Coleman Sheehan
Partner
Jeffrey Wist
Partner
Nicole Bailey
Partner
Danton Troyer
Partner
John Steffens
Partner
Timothy Halls
Partner
Robert Hehmeyer
Partner
Al Simmons
Partner
Jake Winegrad
Partner
Travis Freeman
Partner
Diane Compardo
Partner
Nancy Georgen
Partner
Sarah Berry
Partner
Ron Wienstroer
Partner
Patrick Duff
Partner
Erin Hadary
Partner
Gus Gast
Partner
Douglas Weber
Partner
Brad Koeneman
Partner
Logan Finerty
Partner
Michael Johnson
Partner
Nic Perez
Partner
Kara Harmon
Partner
Michael Machnowski
Partner
Billy Dickens
Partner
Tony Dorn
Partner
Patrick Akins
Partner
Mark Conrad
Partner
Patrick McGinnis
Partner
Lynn Dunston
Partner
Gene Diederich
Partner
Matthew Ring
Partner
Mark Heffernan
Partner
Michael Carpenter
Partner
Julie Thomas Sward
Partner
Hunter Brown
Partner
Brooke Hunady
Partner
Steven Finerty
Partner
Jamie Mealey
Partner
David Sadler
Partner
David Curtis
Partner
James Blair Iv
Partner
Linda Pietroburgo
Partner
Peter Racen
Partner
Jaye Everland
Partner
Jason Sandry
Partner
Kelly Moore
VP of Estate Planning & Trust Services
Andrew Kelsen
Head, Alternative Investments
Chris Kamykowski
Head, Investment Strategy & Research
Rich McDonald
Head, Portfolio Management & Fixed Income
Kristen White
Creative Services Director
Sherre Flavin
Director, Client Engagement & Client Service Manager
Amanda Sawyer
Director of Compliance
Sasha Josipovic
Director, Information Technology
Jonathan Curtis
Business Development Director
Matt Harlan
Director, Trust & Family Office
Jana Gregorek
Director of Talent Acquisition
Katie Hackett
Senior Client Service Manager
Kate Gillette
Senior Client Service Manager
Brad Dunajcik
Advisor
Ashton Hamilton
Mergers And Acquisitions Specialist
Vickie Farmer
Client Service Manager
Laura Simon
Client Service Manager
Kali Keifer
Client Service Manager
Kate Bauer
Client Service Manager
Suzanne Grant
Client Service Manager
Zach Drummond
Client Service Manager
Joe Simmons
Client Service Manager
Libby Roth
Client Service Manager
Annie Cecil
Client Service Manager
Abby Bira
Client Service Manager
Nikelle Turner
Client Service Manager
Tyler Beardmore
Client Service Manager
Dylan Zurweller
Client Service Manager
Jacob Ross
Portfolio Manager
Jack Brooks
Senior Client Service Manager
Emily Bebee
Retirement Plan Client Service Manager
Hailey Niehaus
Client Service Manager
Ben Franz
Client Service Manager
Max Howes
Client Service Manager
Brandon Miles
Client Service Manager
Leslie Twillman
Client Service Manager
Jenna Allen
Client Service Administrator
Valerie Mizell
Client Service Administrator
Heather Fox
Client Services Administrator
Madeline Lavelle
Client Service Administrator
Patrick Enright
Alternative Investments Analyst
Luke Mckenzie
Associate Fixed Income Analyst
Trent Rieger
Investment Research Analyst II
Amber Jones
Retirement Plan Education Advisor
Rafe Kinder
Client Service Manager
Adam Haas
Client Service Manager
Charlie Carse
Client Service Manager
Noelle Hogrebe
Family Office Associate
