Meet Our Leadership

James Rivers

President

Marie Campion, SPHR, SHRM-SCP

Chief People Officer

Sonja Larimore, J.D., IACCP®, AIF®

Chief Compliance Officer

Brian McDowell, CFA®

Chief Investment Officer

Rob Mlenek, MBA, CMA®

Chief Financial Officer

Melroy Saldanha

Chief Technology Officer

Jon Seiler

Head of Operations
Edwin Sze

Edwin Sze

Deputy Chief Investment Officer, Director of Investments

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We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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