Engineered to perform.

Team


Executive Team

Executive Team

Co-Founder and CEO

Executive Team

Chief Operating Officer

Executive Team

Chief Investment Officer

Executive Team

Chief Financial Officer

Executive Team

Chief Technology Officer


Personal Wealth Advisors

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor Baseball Division

Personal Wealth Advisors

VP of Business Development Baseball Division

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor Baseball Division

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor Baseball Division

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor

Personal Wealth Advisors

Personal Wealth Advisor


Operations

Operations

Relationship Manager

Operations

Full Stack Software Developer

Operations

Relationship Manager

Operations

Marketing Director

Operations

Relationship Manager

Operations

Relationship Manager

Operations

Portfolio Manager

Operations

Relationship Manager

Operations

Portfolio Manager

Operations

Director of Software Development

Operations

Relationship Manager

Operations

Product Manager

Operations

Receptionist

Operations

Vice President of Compliance

Operations

Operations Associate

Operations

Vice President, Strategic Growth

Operations

Relationship Manager

Operations

Relationship Manager

Operations

Portfolio Manager

Operations

Relationship Manager

Operations

Relationship Manager

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