Org chart
Anders Jones
CEO
Anders Jones
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Paul Martin
CTO
Chris Hufman
COO & CCO
Lisa Rapuano
Chief Investment Officer
Brent Weiss
Chief Evangelist
JoDee Fields
Chief of Staff
Marcus Hadley
Head of Product
Jenna Sorrentino
Head, People
Mayra Cardoso
Head, Client Experience
Paul Peterson
Head, Specialized Advice & Implementation
Hayes Anderson
Director, Client Services
Leigh Anna Sodac
Director, Marketing
Darshan Patel
Head , Financial Planning & Analysis
Lauren DeMarzo
Director, Finance
Shaila Sigurupati
Billing Manager
