Stratos Wealth Partners
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Jeff Concepcion
Founder & CEO
Jeff Concepcion
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Nancy Andrefsky
Founding Partner & CFO
Lou Camacho
COO & President, Stratos Enterprises
Charles Shapiro
Founding Partner & Chief Development Officer
Kathryn Louttit
Chief Compliance Officer
Daniel Jacoby
Chief Investment Officer
Jacob Stewart
Chief Information Security Officer
Phil Nuttall
COO
Karen Miltner
Controller
Jim Lupica
Founding & Managing Partner
Chris Walling
Founding & Managing Partner
Bobbie Meola
Managing Partner
Michael O'Brien
Managing Partner
Gil Cotto
Senior Director, Operations
Brian Bunker
Senior Director & Head of Practice Management Consulting
Eric Beahn
Director, Advisory Operations
Chris Radzinski
Director, Project Management
Barbara Simons
Director, Brokerage Compliance
Kate Sweetman
Director, Transitions
Kevin Elvington
Director, Marketing
Jennifer Pieronek
Director of Advisory Operations
Heather Meder
Director, Human Resources
