Osaic provides the support, resources, and community designed for the future of wealth management.

Enterprise Software

Investment Management

Osaic

Osaic's headquarters in Phoenix, AZ, United States

James Price

Greg Cornick

Brian Pearce

Daniel Rodriguez

Dawn C.

Erinn Ford

Leslie Ayers

Chase Grosse Apma®

Todd Fulks

Amy Hamilton

Kristen Kimmell

Shawn Mihal

Michael Holliday

Edward Obuchowski

Holger Kunst

Dimple Shah

This department provides a range of financial advisory and planning services to clients, helping them manage their finances effectively.

Financial Services

This department focuses on providing personalized financial advice and investment strategies to clients, ensuring their wealth is effectively managed and grown.

Wealth Management

This department focuses on providing expert guidance and support for investment-related decisions and strategies.

Investment Advisory

This department focuses on managing client relationships and providing assistance to clients regarding their accounts and inquiries.

Client Services

The Leadership Team at Osaic is responsible for setting and guiding the strategic direction of the company, ensuring alignment across all departments within the wealth management ecosystem. This team develops policies and practices that enhance operational efficiency, compliance, and innovation, while also fostering a collaborative culture that prioritizes client satisfaction and growth in the industry. With diverse expertise spanning human resources, compliance, technology, and financial planning, the Leadership Team drives Osaic's mission to advance the future of wealth management through effective resource allocation and strategic partnerships.

Leadership Team

This department focuses on creating and growing strategic partnerships and opportunities to enhance the organization's market presence and revenue.

Osaic

Org chart

Teams

Financial Services

Wealth Management

Investment Advisory

Client Services

Leadership Team

Business Development

Offices

Osaic

Org chart

Teams

Financial Services

Wealth Management

Investment Advisory

Client Services

Leadership Team

Business Development

Offices

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