Our People
Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.
Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.
Financial Advisor,
Relationship Manager
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Senior Director,
Portfolio Management
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Managing Principal
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Senior Consultant | Relationship Manager
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Senior Vice President,
Financial Advisor
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Vice President/Financial Advisor
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Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Principal,
Financial Advisor
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Financial Advisor,
Relationship Manager
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Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Financial Advisor | Relationship Manager
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Principal,
Head of Endowments & Foundations
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Senior Director,
Head of Wealth Management Consulting
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Senior Director,
Compliance
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Senior Director,
Integration Team,
Human Resources
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Senior Director,
Wealth Management Solutions
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Senior Director,
Head, Wealth Client Service
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Senior Director,
Vendor Analysis and Plan Consulting
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Senior Director,
Defined Contribution Practice Leader
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Senior Director,
Finance
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Chief Human Resources Officer
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President
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Senior Director,
Portfolio Trading and Implementation
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Senior Director,
Investment Research
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Managing Director,
Head of the Advisor Group
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Principal,
Head of Retirement Plan Consulting
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Senior Director,
Integrations
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Senior Director,
Investment Strategist
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Chief Compliance Officer
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Senior Director,
Individual Securities Management
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Senior Director,
Head, Institutional Client Service and Operations
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General Counsel,
Managing Director
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Senior Director,
M&A Finance
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Managing Director,
Client Solutions
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Chief Technology Officer
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Senior Director,
Marketing
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Chairman and Chief Executive Officer
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Chief Financial Officer,
Corporate Services
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Senior Director,
Endowments & Foundations
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Managing Director,
Advisor Group
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Senior Director,
Corporate Real Estate and Facilities
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Senior Director,
Institutional Portfolios
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Senior Director,
Nonqualified Executive Benefits Practice Leader
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Senior Director,
Advisor Group
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Senior Director,
Portfolio Management
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Senior Director,
Institutional Portfolios Practice Leader
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Managing Director,
Chief Investment Officer
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Senior Manager,
Strategic Growth
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Managing Director,
Head of Wealth Management
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Senior Director,
Head of CAPTRUST at Work
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Co-head of Financial Services, Carlyle
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President
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Managing Director,
GTCR
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Managing Director,
Head of the Advisor Group
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General Counsel,
Managing Director
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Managing Director, GTCR
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Chairman and Chief Executive Officer
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Chief Financial Officer and Head of Corporate Strategy, Carlyle
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Co-CEO,
GTCR
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Executive Vice President and
Chief Administrative Officer,
National Football League
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Founder and Chief Strategist,
Bulldog Solutions, Inc.
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Past Chairman,
Kimley-Horn
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