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We look forward to working with you.
Our strategies address a wide range of investor goals. Whether you are looking for a complete outsourced solution or wish to combine us with an existing manager, any number of our solutions may be an ideal fit for your portfolios.
- National Sales Desk: (844) 727-1813
Let’s connect you with your local representative for an initial consultation.
National Sales
Jason Buck
Managing Director, Sales
(615) 504-1909
[email protected]
Mike Bluth
Director, National Sales
(713) 724-1743
[email protected]
Zach Rivard
Director, Internal Sales
(629) 395-2689
[email protected]
National Accounts Team
Colin Barber
Managing Director, Strategic Partnerships
(310) 596-9781
[email protected]
Jerrod DeShaw
Director, National Accounts
(310) 596-9770
[email protected]
Advisor Consulting
Bill Phillips
Director, Advisor Consulting
Senior Portfolio Specialist
(310) 912-0787
[email protected]
Florida (FL)
Bill Edmunds
Senior Regional Director
(813) 480-7208
[email protected]
Gabe Bernardi
Regional Associate
(813) 522-8230
[email protected]
Great Lakes (Northern IL, MN, WI)
Burke Sennott
Senior Regional Director
(773) 805-7303
[email protected]
Jonathan Raines
Regional Associate
(615) 619-4807
[email protected]
Great Plains (AR, IA, KS, MO, NE, OK)
Matt Wells
Regional Director
(816) 599-1196
[email protected]
Jonathan Raines
Regional Associate
(615) 619-4807
[email protected]
Michigan & Heartland (MI, ND, OH, SD)
Jeff Johnson
Senior Regional Director
(248) 824-4782
[email protected]
Sophia Avery
Regional Associate
(947) 225-4343
[email protected]
Mid-Atlantic (DE, MD, NJ, PA, WV)
Marc DiFilippo
Senior Regional Director
(215) 360-8440
[email protected]
Christopher Casey
Regional Associate
(610) 850-0750
[email protected]
Midwest (Southern IL, IN, KY)
Ethan Spross
Regional Director
(214) 225-1923
[email protected]
Sophia Avery
Regional Associate
(947) 225-4343
[email protected]
New England (MA, ME, NH, RI, VT)
Hammid Firoozeh
Senior Regional Director
(917) 456-6508
[email protected]
Ben Karoglan
Regional Associate
(929) 512-4950
[email protected]
Northeast (CT, NY)
Hammid Firoozeh
Senior Regional Director
(917) 456-6508
[email protected]
Ben Karoglan
Regional Associate
(929) 512-4950
[email protected]
Northern California & Northwest (AK, No. CA, ID, OR, WA)
Tiana Brenneise
Director, National Accounts
(310) 596-0920
[email protected]
Keith Balsome
Regional Associate
(949) 832-1380
[email protected]
Rocky Mountains (AZ, CO, MT, NM, NV, UT, WY)
Carter Hayes
Regional Director
(617) 762-8334
[email protected]
Keith Balsome
Regional Associate
(949) 832-1380
[email protected]
South (AL, GA, MS, SC, TN)
Will Farr
Regional Director
(816) 551-2820
[email protected]
Gabe Bernardi
Regional Associate
(813) 522-8230
[email protected]
South Atlantic (DC, NC, VA)
Keaton Glover
Regional Director
(980) 405-4045
[email protected]
Conor Dunn
Regional Associate
(510) 571-4132
[email protected]
South Central (LA, TX)
Brian Duffy
Regional Director
(713) 725-1070
[email protected]
Jacob McCain
Regional Associate
(817) 809-2402
[email protected]
Southern California & Hawaii (So. CA, HI)
Tiana Brenneise
Director, National Accounts
(310) 596-0920
[email protected]
Keith Balsome
Regional Associate
(949) 832-1380
[email protected]