The Leadership Team at Stratos Wealth Partners is responsible for setting the strategic direction of the firm, fostering partnership growth, and ensuring operational excellence across all levels of the organization. Comprising leaders with diverse expertise in investment, compliance, security, and development, the team collaborates to support and empower over 275 independent financial advisors, enhancing client service and driving sustainable growth.
Bobbie Meola
Managing Partner
Charles Shapiro
Founding Partner & Chief Devel...
Chris Walling
Founding & Managing Partner
Daniel Jacoby
Chief Investment Officer
Jeff Concepcion
Founder & CEO
Jim Lupica
Founding & Managing Partner
Kathryn Louttit
Chief Compliance Officer
Lou Camacho
COO & President, Stratos Enter...
Michael O'Brien
Managing Partner
Nancy Andrefsky
Founding Partner & CFO
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