Business Development

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