Org chart
Ted Jenkin
CEO & Co-Founder
Ted Jenkin
Collapse
Brandon Hayes
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Matt Goldstein
Managing Director, Private CFO®
Hugh Hale
Managing Director, Private CFO®
Anthony Seifert
Managing Director, Private CFO®
Nouachi Vang
Managing Director, Private CFO®
Eric Pucciarelli
Managing Director, Private CFO®
Jeremiah Thompson
VP, Private CFO®
Kurt Brucker
VP, Private CFO®
Billy Daniels
VP, Private CFO®
Steven B. Goldstein
VP, Private CFO®
Charles M. Steele
VP, Private CFO®
Van Pappas
VP, Private CFO®
Brian Watson
VP, Private CFO®
Eliot Goode
VP, Private CFO®
Rebekah Smith
Director of Business Operations
Chelsea Tankus
Director, Client Relations
Elizabeth Elrod
Director, Finance
