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RIA in a Box

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Will Bressman
Will Bressman
CEO
Will Bressman
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GJ King
President
Jen Fair
VP, Client Service
Chris DiTata
Chris DiTata
VP & General Counsel
Kin Tam
Head of Development Team
Compliance Consultants
Compliance Consultants
Mike Lubansky
Director of Product
Michelle Akhtar
Director of Marketing
Yulia Kalk
Chief Operations Officer
Hovig Melkonian
Director of Compliance
Jeremy Armstrong
President, Gordian Compliance
Dan Savage
Dan Savage
CFO
Jametriss Boone
Jametriss Boone
Director, Compliance
Lisa Tolar
Lisa Tolar
Director, Compliance
Ana Hinchcliffe
Ana Hinchcliffe
Director, Compliance
Marie Perge
Marie Perge
Director, Human Resources
Jessica Nagy
Jessica Nagy
Head of Inside Sales
Niel Armstrong
Niel Armstrong
President & Founder
Jennifer Fair
Jennifer Fair
VP, Client Service

Board & Advisors


Unplaced positions

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