Org chart
Marianne Caswell
President
Marianne Caswell
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Tom Drogan
Chief Compliance Officer
Michael Kershaw
Head Of Wealth Management Associates
Carrie Yumibe Foote
Head Of Strategic Relationships
George Oka
Head Of Strategic Initiatives
Italia Michael
Head Of Strategic Planning
Matthew Babcock
Head Of Due Diligence And Research
Brian Sturdivant
Manager, Broker-dealer Operations
