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STRATOS

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Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and... Read more

Industries

Banking, Business Development

Headquarters

Employees

Links

Org chart

Jeff Concepcion

Founder And CEO

Jeff Concepcion

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Charles Shapiro

Founding Partner, CDO

Chief Investment Officer / Portfolio Manager

Chief Operating Officer

Chief Information Security Officer

Kathryn Louttit

Chief Compliance Officer And Legal Counsel

Kevin Elvington

Director Of Marketing

Director Of Client Relations

Director Of Human Resources

Michael G. O'Brien

Managing Partner & Director Of National Sales

Managing Director

Teams

Leadership Team

9 members

Business Development and Operations

8 members

Financial Advisory Team

6 members

Compliance and Regulatory Affairs

4 members

Information Technology Team

4 members

Marketing Team

4 members

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