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Todd M. Wickwire
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David Citron
Private Investment Strategist & Co-Founder, Shareholder
Martin Eby
Senior Financial Advisor, Co-Founder & Shareholder
Bryan Lopez
Chief Financial Officer, Investment Strategist
Paul Speargas
Co-Chief Investment Officer & Senior Financial Advisor
Laura Carr
Chief Operating Officer
Gary Anderson
Senior Planner, Principal
Josh Rowe
Director, Research
Zach Ruchman
Director, Private Investments
Dan Mento
Portfolio Manager
Paul Lamari
General Counsel & Chief Compliance Officer
James Leverett
Operations Associate
Zina Winder
Administrative Assistant
Gosia Elashmawy
Senior Financial Advisor
Jackson Finigan
Financial Advisor
Michael Mele
Portfolio Manager
Wendi Miller
Senior Client Service Associate
