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Our People

We believe investment advisory firms are only as strong as the people who create the advice. Our Financial Advisor, Leadership, and Board of Directors teams represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

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John Wing

Principal

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Matthew F. Winton

Principal,
Financial Advisor

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Andrew B. Wisdom

Principal,
Financial Advisor

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Emily Wrightson

Principal,
Financial Advisor

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Michael Wulff

Senior Associate,
Relationship Manager

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Chris Ylo

Financial Advisor,
Relationship Manager

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Kevin Yoshida

Principal

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John Young

Senior Vice President,
Financial Advisor

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Jeffrey Yu

Principal

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Bradley Yu

Senior Consultant | Relationship Manager

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Christopher Zavecz

Senior Vice President,
Financial Advisor

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Luis C. Zervigon

Principal,
Financial Advisor

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John Zick

Vice President,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Eric W. Bailey

Principal,
Head of Endowments & Foundations

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Rush Benton

Senior Director,
Strategic Growth

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Frank Bub

Senior Director,
Head of Wealth Management Consulting

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Denise Buchanan

Senior Director,
Compliance

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Kathy Del Corso-Chase

Senior Director,
Integration Team,
Human Resources

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John D. Curry

Chief Marketing Officer

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Karen Denise

Senior Director,
Head, Wealth Client Service

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Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

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Mary Earls

Senior Director,
Finance

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Mark Feldman

Principal,
Head of Tax Services

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Mark Francher

Chief Human Resources Officer

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Ben Goldstein

President

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David Hood

Senior Director,
Investment Research

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Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

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Michael E. Hudson

Principal,
Head of Retirement Plan Consulting

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Margaret Jarocki

Senior Director,
Integrations

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Sam Kirby

Senior Director,
Investment Strategist

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Ann Leddy

Chief Compliance Officer

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John Leissner

Senior Director,
Head, Institutional Client Service and Operations

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Christina Markell-Balleza

Managing Director,
General Counsel

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Scott T. Matheson

Managing Director,
Institutional Group

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Jon Meyer

Chief Technology Officer

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Greg Middleton

Senior Director,
Marketing

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J. Fielding Miller

Chief Executive Officer,
Co-Founder

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Robert Miller

Chief Financial Officer,
Corporate Services

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Rick Shoff

Managing Director,
Advisor Group

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James F. Stafford

Senior Director,
Corporate Real Estate and Facilities

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Jason Stephens

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Mike Strother

Senior Director,
Advisor Group

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James Underwood

Senior Director,
Portfolio Management

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Grant Verhaeghe

Senior Director,
Institutional Portfolios Practice Leader

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Michael J. Vogelzang

Managing Director,
Chief Investment Officer

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Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

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Christopher Whitlow

Senior Director,
Advice & Wellness

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Ben Goldstein

President

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Michael S. Hollander

Managing Director,
GTCR

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Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

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Christina Markell-Balleza

Managing Director,
General Counsel

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J. Fielding Miller

Chief Executive Officer,
Co-Founder

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Collin E. Roche

Managing Director,
GTCR

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Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

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Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

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Mark S. Wilson

Past Chairman,
Kimley-Horn

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