Leadership

Senior Leadership

Tim Edwards

Co-CEO, Managing Partner

Abel Garcia

Paul Keeton

Managing Director, Investments & Advisory Solutions

Richard Pascuzzi

Ed Kern

Chief Financial Officer

Hilary Pluemer

Chief Administrative Officer

Will Schmitt

General Counsel

Wendy Simmons

Managing Director, Human Resources

David Stringer

Co-CEO, Managing Partner

Tarah Williams

President & COO

Leadership

Shawn Baxter

Chief Compliance Officer

Cassandra Galvan

Director, Data Solutions

Marco Galvan

Director, Information Technology

Ken Manning

Director, Platform Solutions

Carolyn Sterling

Director, Practice Management

Tamekia Thompson

Director, Operations

Kim Utz

Director, Advisor Services

Chris Wigington

Director, Advisory Solutions

Business Development

Tony Montanari, CIMA^®

Senior Vice President of Business Development

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