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Todd Walters
Managing Partner & Co-Founder
Todd Walters
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Jarrett Bostwick
Partner, General Counsel & Co-Founder
Scott A. Sandstrom
Partner & Senior MD, Liquid Market Strategies
Christopher Fineburg
MD, Strategic Relationships
Christopher Shepherd
MD, Wealth Management
Corey Tiller
MD, Portfolio Manager
James Hickey
MD, Alternative Strategies
Kenneth Foley
MD, Wealth Management & Strategic Partnerships
Sagar Dalal
MD, Advanced Wealth Planning
Alyson Kest
Chief Compliance Officer & Deputy General Counsel
Timothy Troutman
Chief Operating Officer
Christian Kling
Senior Advisor & ESG Specialist
Corey McLaren
Director, Alternative Strategies
David Reynolds
Director, Business Development
Deborah Dyer
Director, Wealth Management
Mark R. Lesko
Director, Investment Services
Teresa Armel
Director, Wealth Management
Tanya Shapiro-Polzer
Executive Office Manager
Jake Glovin
Pricing Analyst
Steven H. Smith
Contract Analyst
