Phil Fiore

Co-Founder, Partner, Executive MD & CEO

Lou Gloria

Co-Founder, Partner & MD

Thomas Gahan

Co-Founder, Partner & MD

Antonio Rodrigues

Partner & Senior Portfolio Manager

Sean J. Rabinowitz

President, Employee Benefits

Melissa Dittrich

EVP, Employee Benefits

Caroline Wetzel

VP & Private Wealth Advisor

Amber Kendrick

VP & Retirement Plan Consultant

Thomas Leffel

Investment Analyst, Trader