Get Started
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
National Sales
Jason Buck
Managing Director, Sales
(615) 504-1909
[email protected]
Zach Rivard
Director, Internal Sales
(629) 395-2689
[email protected]
Let’s connect you with your local representative for an initial consultation.
National Accounts Team
Jerrod DeShaw
Director, National Accounts
(310) 596-9770
[email protected]
Colin Barber
Managing Director, Strategic Partnerships
(310) 596-9781
[email protected]
Advisor Consulting
Bill Phillips
Director, Advisor Consulting
Senior Portfolio Specialist
(310) 912-0787
[email protected]
California, Hawaii & Northwest (AK, CA, HI, ID, OR, WA)
Tiana Brenneise
Regional Director
(310) 596-0920
[email protected]
Keith Balsome
Regional Associate
(949) 832-1159
[email protected]
Northeast & New England (CT, MA, ME, NH, NY, RI, VT,)
Hammid Firoozeh
Senior Regional Director
(917) 456-6508
[email protected]
Ben Karoglan
Regional Associate
(917) 746-6485
[email protected]
Rocky Mountains & Great Plains (AZ, CO, KS, MT, NE, NM, NV, UT, WY)
Keaton Glover
Regional Director
(480) 978-2656
[email protected]
Jimmy Barron
Regional Associate
(602) 755-3655
[email protected]
Mid-Atlantic (DC, DE, MD, NC, NJ, PA, VA, WV)
Marc DiFilippo
Senior Regional Director
(215) 913-3134
[email protected]
Christopher Casey
Regional Associate
(610) 850-0750
[email protected]
North Central (IN, MI, ND, OH, SD)
Jeff Johnson
Senior Regional Director
(248) 824-4782
[email protected]
Sophia Avery
Regional Associate
(248) 965-1767
[email protected]
South (AL, GA, KY, MS, SC, TN)
Will Farr
Regional Director
(615) 767-4817
[email protected]
Jacob McCain
Regional Associate
(629) 247-5162
[email protected]
Great Lakes & Heartland (IA, IL, MN, MO, WI)
Burke Sennott
Senior Regional Director
(773) 805-7303
[email protected]
Conor Dunn
Regional Associate
(312) 874-7889
[email protected]
Florida (FL)
Jonathan Baughman
Regional Director
(813) 695-2190
[email protected]
Jonathan Raines
Regional Associate
(816) 608-7881
[email protected]
South Central (AR, LA, OK, TX)
Ethan Spross
Regional Director
(972) 998-4291
[email protected]
Gabe Bernardi
Regional Associate
(972) 585-6887
[email protected]