Kai Stinchcombe

Co-Founder & CEO

Jenny Fogarty

Senior Director, People Operations

Anna Soybel

GM, Financial Suite Growth

Jason Yurkovic

Trust Support Supervisor

Mike Sierra

Customer Advocate

Shir Huang

Support And Operations Manager

Khanh Tran

Associate Director, People Operations

Christine Hong

Manager, Fund Accounting Operations

Marta Engelbrecht

Operations Manager

Kelvin W.

Card Operations, Associate Manager

Philip Chukwueke

Support And Operations Associate Manager

Brent Lim

Sr. Director - Fund Operations

Bradley Mazzamuto

Associate Director, Customer Support