James Rivers

President

Marie Campion, SPHR, SHRM-SCP

Chief People Officer

Sonja Larimore, J.D., IACCP®, AIF®

Chief Compliance Officer

Rob Mlenek, MBA, CMA®

Chief Financial Officer

Frank Salb, CFA

Chief Investment Officer

Melroy Saldanha

Chief Technology Officer

Jon Seiler

Head of Operations

Brian McDowell, CFA®

Director of Office and Advisor Success