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STRATOS

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Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and... Read more

Industries

Banking, Business Development

Headquarters

Beachwood, United States

Employees

501-1,000

Links

Org chart

JC
Jeff Concepcion
Founder And CEO

Jeff Concepcion

Collapse
Charles Shapiro
Founding Partner, CDO
John Nichol
Chief Investment Officer / Portfolio Manager
PN
Phil Nuttall
Chief Operating Officer
Jacob Stewart
Chief Information Security Officer
Kathryn Louttit
Chief Compliance Officer And Legal Counsel
Kevin Elvington
Director Of Marketing
Vanessa Eddy
Director Of Client Relations
Heather Meder
Director Of Human Resources
Michael G. O'Brien
Managing Partner & Director Of National Sales
SL
Sean Laughlin
Managing Director

Teams

+6

Leadership Team

9 members

+4

Business Development and Operations

7 members

+3

Financial Advisory Team

6 members

+1

Compliance and Regulatory Affairs

4 members

+1

Information Technology Team

4 members

+1

Marketing Team

4 members

Offices

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