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Antony J. Abbiati
Co-Founder & CEO
Antony J. Abbiati
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Tony Abbiati
Chief Executive Officer
Eric Budden
Vice President Of Technology
Jacqueline Cahill
Vice President, Operations & Analytics
John A. Diorio Caia
Managing Director, Portfolio Advisory
Melissa Schneberger
Managing Director, Head Of People & Culture
Alice Burley
Managing Director
Colin Campbell
Chief Financial Officer
Jonathan Walsh Cfa
Managing Director
Rory Wilfork
Managing Director
William Walser
Managing Director
Adam Worrall
Director, Investment Analytics
Barrett Holden
Director
Cfp® Ryan Ederle
Vice President
Ryan O'Connell
Vice President
Tyson Shelby
Vice President
Xiamin Huynh
Vice President
Aidan Menchaca
Senior Compliance Associate
