Home
About Us
Our People
Page 34

Our People

Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

Find a Financial Advisor

Filter by Advisor Name
Filter by Location
Filter by Client Type

Marcia Peters

Senior Financial Advisor | Portfolio Management

View Profile

Christine Petersen

Consultant | Relationship Management

View Profile

John H. Peterson

Principal | Financial Advisor

View Profile

Robert F. Piccirilli

Principal | Financial Advisor

View Profile

John A. Pickett

Senior Vice President | Financial Advisor

View Profile

John Pini

Financial Advisor | Relationship Manager

View Profile

Kyle Pitman

Financial Advisor | Investments

View Profile

Peter Vander Ploeg

Vice President | Financial Advisor

View Profile

Marcel Plomteaux

Financial Advisor | Relationship Manager

View Profile

Patrick Plunkett

Principal | Financial Advisor

View Profile

Carli Plunkett

Senior Consultant | Relationship Management

View Profile

Casey Pogodzinski

Senior Vice President | Financial Advisor

View Profile

Brian Pollard

Principal | Financial Advisor

View Profile

Rebecca Pouliot

Principal | Financial Advisor

View Profile

Adam Powell

Financial Advisor | Retirement Services

View Profile

Eric W. Bailey

Principal | Head of Endowments & Foundations

View Profile

Frank Bub

Senior Director | Head of Wealth Management Consulting

View Profile

Denise Buchanan

Senior Director | Compliance

View Profile

Kathy Del Corso-Chase

Senior Director | Human Resources

View Profile

Nick DeCenso

Senior Director | Wealth Management Solutions

View Profile

Karen Denise

Senior Director | Head, Wealth Client Service

View Profile

Lori Dillingham

Senior Director | Vendor Analysis and Plan Consulting

View Profile

Jennifer Doss

Senior Director | Defined Contribution Practice Leader

View Profile

Mary Earls

Senior Director | Finance

View Profile

Mark Francher

Chief Human Resources Officer

View Profile

Kyle J. Gaul

Senior Director | Project Management

View Profile

Ben Goldstein

President

View Profile

Marc Hermer

Senior Director | Portfolio Trading and Implementation

View Profile

David Hood

Senior Director | Investment Research

View Profile

Wilson S. Hoyle III

Managing Director | Head of the Advisor Group

View Profile

Michael E. Hudson

Principal | Head of Retirement Plan Consulting

View Profile

Sam Kirby

Senior Director | Investment Strategist

View Profile

Ann Leddy

Chief Compliance Officer

View Profile

Christian Ledoux

Senior Director | Individual Securities Management

View Profile

John Leissner

Senior Director | Head, Institutional Client Service and Operations

View Profile

Christina Markell-Balleza

General Counsel | Managing Director

View Profile

Tim Martin

Senior Director | M&A Finance

View Profile

Scott T. Matheson

Managing Director | Client Solutions

View Profile

Dawn McPherson

Senior Director | Business Development

View Profile

Jon Meyer

Chief Technology Officer

View Profile

Greg Middleton

Senior Director | Marketing

View Profile

J. Fielding Miller

Chairman and Chief Executive Officer

View Profile

Robert Miller

Chief Financial Officer | Corporate Services

View Profile

Heather Shanahan

Senior Director | Endowments & Foundations

View Profile

Rick Shoff

Managing Director | Advisor Group

View Profile

James F. Stafford

Senior Director | Corporate Real Estate and Facilities

View Profile

James Stenstrom

Senior Director | Institutional Portfolios

View Profile

Jason Stephens

Senior Director | Nonqualified Executive Benefits Practice Leader

View Profile

Mike Strother

Senior Director | Advisor Group

View Profile

James Underwood

Senior Director | Portfolio Management

View Profile

Grant Verhaeghe

Senior Director | Institutional Portfolios Practice Leader

View Profile

Michael J. Vogelzang

Managing Director | Chief Investment Officer

View Profile

Edward V. Welch, Jr.

Managing Director | Head of Wealth Management

View Profile

Christopher Whitlow

Senior Director | Head of CAPTRUST at Work

View Profile

Mike Wunderli

Managing Director | Head of Mergers and Acquisitions

View Profile

Jim Burr

Co-head of Financial Services | Carlyle

View Profile

Ben Goldstein

President

View Profile

Michael S. Hollander

Managing Director | GTCR

View Profile

Wilson S. Hoyle III

Managing Director | Head of the Advisor Group

View Profile

Christina Markell-Balleza

General Counsel | Managing Director

View Profile

KJ McConnell

Managing Director | GTCR

View Profile

J. Fielding Miller

Chairman and Chief Executive Officer

View Profile

John Redett

Chief Financial Officer and Head of Corporate Strategy | Carlyle

View Profile

Collin E. Roche

Co-CEO | GTCR

View Profile

Dasha Smith

Executive Vice President and Chief Administrative Officer | National Football League

View Profile

Rob Solomon

Founder and Chief Strategist | Bulldog Solutions, Inc.

View Profile

Mark S. Wilson

Past Chairman | Kimley-Horn

View Profile