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EQIS, a Freedom Advisors Company

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EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management servic... Read more

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Headquarters

San Rafael, United States

Employees

Links

Org chart

Chief Executive Officer

Bob Herrmann

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Chief Compliance Officer

Director Of Communications

SVP Key Accounts

Chief Operations Officer

Chelsea Kmiecik

Chief Marketing Strategist

Courtney Vollbracht

VP, Manager Consulting Group

Operations Manager

Senior Vice President of Advisor Relations

Joseph Casto Jr.

Vice President of Cybersecurity and Technology

Jonathan Shiffer

Chief Investment Officer

Premier Relationship Manager

Steven M. Daignault

CFO

Teams

Leadership Team

10 members

Business Consulting Team

8 members

Finance Team

4 members

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