Org chart
James Gold
CEO
James Gold
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Joe Faber
CFO
Hy Saporta
President & COO
Jeani Winterbourne
President, Chief Service Strategy Officer & COO
Gregory Banasz
Managing Director - Founding Partner
Mohan Gurupackiam
Chief Information Officer & SVP
Maria Condon
Chief Administration Officer
Kirstie Eustace
Chief Human Resources Officer
Gregor Maitland
Chief Risk Officer
Peter E. Ruhlin
Chief Legal Officer
J. Eric Field
Western Division President
Adriana Depalma
SVP & Market Director
Kristen Murray
SVP & Divisional Business Director
Joshua Mauer
SVP, Wealth Manager
Stanley Sarli
SVP & Divisional Business Director
Timothy Stickney
SVP & Due Diligence Officer
Corrado Spezzacatena
SVP, Wealth Manager
Darren Dequatro
SVP, Wealth Manager
Michael J. Germano
SVP, Wealth Manager
Adam Dunbar
SVP & Wealth Manager
John Pappas
SVP & Wealth Manager
Mark Pojednic
SVP & Wealth Manager
Sherry Birnbaum
SVP, Wealth Manager
Graham P. Heck
SVP & Wealth Manager
Andrea Dimento
VP, Operations & Risk Administrative Liaison
Fern Fergus
VP & Divisional Administrative Assistant
Michael Heath
VP & Supervisory Analyst
Christine Mollenshott
VP & Divisional Administrative Assistant, Central & Western Division
Brian Oliver
VP, Information Technology
Braedy Taugher
VP & Business Analyst
Jeffrey Lazarus
VP & Wealth Manager
Theresia Ennen-Herrmann
Vice President, Wealth Manager
David York
VP & Client Administrative Manager
Michael D. Cushwa
VP & Registered Client Administrative Manager
Amanda Crawley
VP & Client Administrative Manager
Shayla Copeland
VP & Senior Client Administrative Manager
Kathleen M. McCreadie
VP & Senior Client Administrative Manager
Dana Olivar
VP & Senior Client Administrative Manager
Jacqueline D. Gervais
VP & Senior Registered Administrative Manager
Brittany Long
VP & Senior Registered Client Administrative Manager
Tamara Rasum
VP & Senior Registered Client Administrative Manager
Christine Balfour
VP & Senior Registered Client Administrative Manager
Melissa Mulloy-Mecozzi
VP & Senior Registered Client Administrative Manager
Tobe C. Reed
VP & Senior Wealth Management Associate
Sharon M. Pollard
VP & Senior Wealth Management Associate
Vera Reich
VP & Sr. Registered Client Administrative Manager
Travis Poodiack
VP & Wealth Manager
Maria C. Licini
VP, Client Relationship Manager
Matthew L. Madeira
VP & Wealth Manager
Jerry McDonald
VP & Wealth Manager
Michaelyn D. Bortolotti
VP & Wealth Manager
Joshua Holt Sr.
VP, Wealth Manager
Michael Carilli
VP & Senior Registered Client Administrative Manager
Kaitlyn E. Ramsay
VP, Wealth & Portfolio Specialist
Timothy Davis
MD & Wealth Manager
Erica Kelly
VP & Wealth Management Associate
Jessica Lapollo
VP & Senior Wealth Management Associate
Anita Humphrey
VP, Wealth Manager Associate
Hank T. Keegan
VP & Wealth Manager
Bradford Coyle Jr.
VP, Portfolio Management Associate
Lorraine Dickman
VP, Senior Wealth Management Associate
Dean Rosini
VP, Wealth Manager
Andrew Githmark
VP & Wealth Manager
James Nylund
VP & Wealth Manager
Miguel-Angel Lopez
VP & Wealth Manager
Rori Miller
VP, Client Administrative Manager
Ed Morenz
VP & Wealth Manager
Rebecca O’bryon
VP, Client Administrative Manager
Eric Beiley
Executive Managing Director, Wealth Manager
Erik Mathieson
Managing Director & Wealth Manager
Matthew Baltuch
Managing Director & Wealth Manager
Christopher E. Mcadoo
Managing Director & Wealth Manager
Stephen Philleo
Managing Director & Wealth Manager
Wayne McCormick
Managing Director & Wealth Manager
Richard W. Humphrey
Managing Director & Wealth Manager
Rodger Friedman
Managing Director & Wealth Manager
Kenneth S. Neuman
Managing Director & Wealth Manager
Peter O. Frisch
Managing Director & Wealth Manager
David Bernacchia
Managing Director & Wealth Manager
Michael Drumm
Managing Director & Senior Divisional President, Northeast
Chris Nee
Managing Director, Wealth Manager
Rick A. Fuchs
Managing Director & Wealth Manager
James Fowkes
Managing Director, Wealth Manager
Christopher J. Detmer
Managing Director & Wealth Manager
Ali Mandalinci
Managing Director & Wealth Manager
John Rice
Managing Director & Wealth Manager
Christopher Reaney
Managing Director & Wealth Manager
David Elwood
Managing Director, Wealth Manager
Richard M. Pignone
Managing Director & Wealth Manager
Jeffrey C. Gonyo
Managing Director & Senior Divisional President, Southeast
Chris Barton
Managing Director & Senior Divisional President, Central
Aaron I. Brachman
Managing Director, Wealth Manager
Robert M. Baker
Managing Director, Wealth Manager
Ralph C. Good
Managing Director, Wealth Manager
Joann Matthews
Executive Director & Senior Divisional Business Director
Rhett Schmedemann
Executive Director & Senior Divisional Business Director
Jason Hevey
Director, Wealth Manager
William R. Blake III
Director & Wealth Manager
Keith T. Barberis
Director & Wealth Manager
Jeremy A. Raffer
Director, Wealth Manager
Tom O’bryon Ii
Director, Wealth Manager
Steven Bricker
Director & Wealth Manager
Donald Brusca
Director & Wealth Manager
Matt W. Price
Director & Wealth Manager
Richard Godfrey
Director & Wealth Manager
Sarah Marks
Director, Wealth Manager
Randy R. Price
Executive Manager Director, Wealth Manager
Corey P. Briggs
Wealth Manager
Christina A. Elam
Wealth & Portfolio Specialist
Frank Mcdonnell
SVP & Chief Product Officer
Roberto Martinez
SVP & Compliance Officer
Christopher Nuhn
SVP & Compliance Officer
