Org chart
Paul Saganey
Founder & President
Paul Saganey
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Ann L. Swartz
Chief Operations Officer
Kristi Carlson
Chief Financial Officer
Matt Ackermann
Chief Content Officer
Robert Sandrew
Chief Growth Officer
Andree Mohr
Chief Implementation Officer
Becca Zophin
Chief Marketing Officer
John G. Cataldo
President, Advisory Services
William George
SVP, Business Development
Raymond J. Lucas
SVP, Financial Planning & Training
Adrian Duran
VP, Business Development Officer
Peter Kaplan
VP, Insurance Solutions
William Beaudoin
VP, Case Design
Richard E. Austin
Executive Director
Caitlyn Frament
Director of Compliance
Jennifer Rapoza
Director of Repapering
Will Hackler
Director of Retirement Plans
Mike Percoskie
Director of Technology
Lauraly Lovering
Office Manager
Angelina Compston
Accounting & Case Design Associate
Gregory Freeman
Advanced Planning Specialist
Ellen Smith
Executive Assistant to Paul Saganey
Samantha Boyle
Marketing Associate
Caitlyn Nelson
Trading & Analyst Support
Liam Behling
Trading Support Specialist
Shannon Sloan
Graphic Designer
Samson Dooley
Business Development Analyst
Stephen Kolano
Chief Investment Officer
