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Todd M. Wickwire
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David Citron
Private Investment Strategist & Co-Founder, Shareholder
Martin Eby
Senior Financial Advisor, Co-Founder & Shareholder
Bryan Lopez
Chief Financial Officer, Investment Strategist
Paul Speargas
Co-Chief Investment Officer & Senior Financial Advisor
Laura Carr
Chief Operating Officer
Gary Anderson
Senior Planner, Principal
Josh Rowe
Director, Research
Zach Ruchman
Director, Private Investments
Dan Mento
Portfolio Manager
Greg Miseta
IT & Facilities Manager
Paul Lamari
General Counsel & Chief Compliance Officer
James Leverett
Operations Associate
Zina Winder
Administrative Assistant
Gosia Elashmawy
Senior Financial Advisor
Jessica Assenmacher
Advisory Analyst
Jackson Finigan
Financial Advisor
Michael Mele
Portfolio Manager
Wendi Miller
Senior Client Service Associate
