EXECUTIVE TEAM

David Spano, CFP®

President, CEO

Naomi Ackley

Chief Compliance Officer

Derek V.W. Felske, CFA®

Chief Investment Officer

Mark Beck

Managing Director of Wealth
Management Services

Melissa Case

Chief Financial Officer

Greg Batiansila

Managing Director of Marketing

Steve Dryer

Managing Director of Operations

COMPLIANCE

Nikki Trudell

Compliance Specialist

John Thompson

Compliance Specialist

Simon Rech

Compliance Specialist

HUMAN RESOURCES

Ondine Wallinger, SPHR®

Human Resources Manager

INFORMATION TECHNOLOGY

Robert Kelly

IT Manager

ANALYTICS

Jack Hauser, CFP®

Data & Analytics Manager

Noi Sayaovong

Project & Data Analyst Specialist

David Fono

Project & Data Analytics Specialist

OFFICE ADMINISTRATORS

Brenda Doucas

Administrative Coordinator

Linda Bork

Office Administrator

Kristen Fagan

Office Administrator

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