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Anson Frericks
Co-Founder
Anson Frericks
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Ben Pham
Chief Financial Officer
Jared Teach
Executive Vice President - Wealth Management
John L. Phillips, CIMA®
SVP, Heartland Regional Director
Matt Cole
Chief Executive Officer and CIO
Michael Spector
Director - Regional Consultants
Rachel Paulose
General Counsel & Chief Compliance Officer
Rob Melton
Executive Vice President, Head Of Institutional Sales
Vivek Ramaswamy
Co-Founder
Kevin Gang, CIMA
Senior Vice President, U.S. Mid-Atlantic Regional Sales Director
Jim Reed, CAIA
SVP, Southeast Regional Sales Director
Peter Colicchia
Northeast Regional Director
John D. Bell
Director-Regional Sales Consultant
Melissa S.
Mid Atlantic Regional Director
