Business Development Team

Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Joseph Bell
Senior Vice President, Key Accounts
Patty Quinn McAuley, CFP®
VP, Head of Marketing
Zack Dukich
VP, Divisional Sales Manager
Robert A. Schlegel
VP, Divisional Sales Manager
Jim Way
VP, Internal Sales Manager
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Jim Shields, CIMA®
Vice President, Key Accounts
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Anthony Graves
Investment Consultant
Greg Morel
Investment Consultant
Brett McAvoy
Investment Consultant
Rick Parker
Investment Consultant
Jordan Rapoport
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Michael Wade
Investment Consultant
Connor Thompson
Platform Investment Consultant
Pete Hurley
Platform Investment Consultant
Mark Manos, CFS®
Platform Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Steven Elf
Platform Investment Consultant
Jarred Sutton
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Ron Bittone
Engagement Consultant