Global Distribution Team

Sales Managers

Jesse Brownell

Jesse Brownell

Divisional Sales Manager

Andrew Rice

Andrew Rice, CIMA^®

Divisional Sales Manager

Investment Consultants

William R. Chisholm

William R. Chisholm, CIMA^®

Senior Investment Consultant
New Jersey and Eastern Pennsylvania Region

Joseph T. Daly

Joseph T. Daly

Senior Investment Consultant
New England Region

Greg Feldman

Greg Feldman

Senior Investment Consultant
Florida Region

Ian Hass

Ian Hass

Senior Investment Consultant
Texas and Oklahoma Region

James Humpherson

James Humpherson

Senior Investment Consultant
Midwest Region

Jon Jurus

Jon Jurus, CRPC^®

Senior Investment Consultant
Great Lakes Region

Laura Kling

Laura Kling

Senior Investment Consultant
New York Metro Region

Troy Mosconi

Troy Mosconi, CIMA^®

Senior Investment Consultant
Ohio Valley Region

Kevin Parent

Kevin Parent, CPWA®

Senior Investment Consultant
Northern California Region

Kosal Prum

Kosal Prum

Senior Investment Consultant
Upper Midwest Region

Brian Ridgeway

Brian Ridgeway, CPWA®

Senior Investment Consultant
Mountain States Region

Matthew Seiter

Matthew Seiter, CIMA^®

Senior Investment Consultant
Carolinas-Tennessee Region

Hal Whalen

Hal Whalen

Senior Investment Consultant
Mid-Atlantic Region

Greg Whitaker

Greg Whitaker

Senior Investment Consultant
Southeast Region

Keegan Parker

Keegan Parker

Investment Consultant
Kansas/Missouri Region

Zachary Schweiss

Zachary Schweiss

Investment Consultant

Bill Eberle

Bill Eberle, CAIA

Investment Consultant
New Jersey, Eastern Pennsylvania, New York and Connecticut Region

Cole Kopacek

Cole Kopacek

Investment Consultant
San Diego Desert Region

Jesse Neerdaels

Jesse Neerdaels, CFP, CFS, CIMA

Senior Investment Consultant
Southern California Region

Advisor Solutions Consultants

April Adams

April Adams, CFS^®

Advisor Solutions Consultant
Southeast Region
Florida Region

Lucinda Candal

Lucinda Candal

Manager of Internal Sales

Tony Davis

Tony Davis, CIMA^®

Advisor Solutions Consultant
New Jersey and Eastern Pennsylvania Region
Long Island Region

Teri Hirshey

Teri Hirshey

Advisor Solutions Consultant
New York Metro Region
Mid-Atlantic Region

Tyler Jenkins

Tyler Jenkins, CIMA

Advisor Solutions Consultant
Texas and Oklahoma Region

Kaitlyn Kimzey

Kaitlyn Kimzey

Advisor Solutions Consultant
Carolinas and Tennessee Region
Mountain States Region

Michelle Nowfel

Michelle Nowfel, CIMA^®

Advisor Solutions Consultant
New England Region
Great Lakes Region

Isabel Ozechowski

Isabel Ozechowski

Advisor Solutions Consultant
Kansas and Missouri Region
Ohio Valley Region

Alex Salidas

Alex Salidas

Advisor Solutions Consultant
Northern California Region and Pacific Northwest Region

Tanya Schlingman

Tanya Schlingman

Advisor Solutions Consultant
Midwest Region
Upper Midwest Region

Bryan Treadway

Bryan Treadway

Advisor Solutions Consultant
Southern California Region
San Diego Desert Region

Client Service Specialists

Catherine Ish

Catherine Ish

Senior Client Service Specialist