Istock 129179514

Our Team

Since our founding in 1983, we have remained independent and 100% employee-owned. We still reside in our original office location and take pride in our boutique, client-focused culture.

100%

Employee-Owned & Operated

62

Industry Professionals

Client Servicing Team

None

Edmund Lomasney

Executive Director

Contact Edmund

Edmund Lomasney

Executive Director

Registered Representative of Paralel Distributors LLC.

None

Jeff Cullen

Managing Director

Offshore Specialist

Contact Jeff

Jeff Cullen

Managing Director

Registered Representative of Paralel Distributors LLC.

None

Al Murray

Managing Director

Offshore Specialist in Switzerland

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Al Murray

Managing Director

None

Garrett Pierce

Managing Director

RIA/Independent National Coverage

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Garrett Pierce

Managing Director

Registered Representative of Paralel Distributors LLC.

None

Dave Carroll

Vice President

D.C.IdahoMarylandMontanaWyoming

Contact Dave

Dave Carroll

Vice President

Registered Representative of Paralel Distributors LLC.

None

Nick Petrovich

Vice President

IowaIllinoisIndianaKansasMichiganMinnesotaMissouriNorth DakotaNebraskaSouth DakotaWisconsin

Contact Nick

Nick Petrovich

Vice President

Registered Representative of Paralel Distributors LLC.

None

Jeff Podesta

Managing Director

KentuckyNorth CarolinaSouth CarolinaVirginiaWest Virginia

Contact Jeff

Jeff Podesta

Managing Director

None

Nick Smith

Managing Director

ColoradoGeorgiaNew MexicoOhioOklahomaTexasUtah

Contact Nick

Nick Smith

Managing Director

Registered Representative of Paralel Distributors LLC.

None

Rich Wager

Managing Director

AlabamaArkansasDelawareLouisianaMississippiNew JerseyPennsylvaniaTennessee

Contact Rich

Rich Wager

Managing Director

None

Cathy Howse

Managing Director

AlaskaArizonaCaliforniaHawaiiNevadaOregonWashington

Contact Cathy

Cathy Howse

Managing Director

Registered Representative of Paralel Distributors LLC.

None

John Kerrigan

Managing Director

ConnecticutNew YorkRhode Island

Contact John

John Kerrigan

Managing Director

Registered Representative of Paralel Distributors LLC.

None

Andy Prescott

Vice President

Offshore Specialist

Contact Andy

Andy Prescott

Vice President

Registered Representative of Paralel Distributors LLC.

None

Mitchell Rind

Vice President

Offshore Specialist

Contact Mitchell

Mitchell Rind

Vice President

Registered Representative of Paralel Distributors LLC.

None

Mariana Salamanca

Vice President

FloridaPuerto Rico

Contact Mariana

Mariana Salamanca

Vice President

Registered Representative of Paralel Distributors LLC.

None

Matt Karr

Assistant Vice President

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Matt Karr

Assistant Vice President

Internal Client Support

None

Amanda Becker

Vice President

Contact Amanda

Amanda Becker

Vice President

None

Matthew Massey

Assistant Vice President

Contact Matthew

Matthew Massey

Assistant Vice President

None

Joanna Prillaman

Assistant Vice President

Contact Joanna

Joanna Prillaman

Assistant Vice President

None

Chase Montgomery

Assistant Vice President

Contact Chase

Chase Montgomery

Assistant Vice President

Registered Representative of Paralel Distributors LLC.

Marketing

None

Olivia Malloy

Vice President

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Olivia Malloy

Vice President

Institutional Data Team

None

Edward Murphy

Senior Vice President

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Edward Murphy

Senior Vice President

None

Amanda Calcagno

Vice President

Contact Amanda

Amanda Calcagno

Vice President

Michelle Gonzalez

Vice President

Contact Michelle

Michelle Gonzalez

Vice President

None

Michelle Tewani

Vice President

Contact Michelle

Michelle Tewani

Vice President

Compliance and Legal

Aiden Kelly

Chief Compliance Officer and Legal Counsel

James Goldstein

Senior Vice President

Trading

John Gilligan

Managing Director

Eric Carbone

Managing Director

Nathan Bogosian

Senior Vice President

Adam Hill

Senior Vice President

Ryan Lynch

Vice President

Portfolio Operations

Paula Capra

Managing Director

Brenda Pons

Vice President

Cheryl Grant

Assistant Vice President

Aubrey Moir

Assistant Vice President

Courtney McCarey

Vice President

Caroline Morris

Assistant Vice President

Nicole Gregorio

Associate

Finance & Accounting

Miriam Rey

Controller

Nadia Dempsey

Analyst

Angela Pucciarelli

Assistant Controller

Information Security

Eric Carbone

Chief Information Security Officer

Executive Assistants

Ashley Hicks

Executive Assistant to Jim Cullen, CEO

Jennifer Cook

Executive Assistant to Jim Cullen, CEO

Alyssa Christian

Executive Assistant

Emily Danielson

Executive Assistant

Madilyn Warner

Executive Assistant