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

Industry Professionals

Client Servicing Team

None

Edmund Lomasney

Executive Director

Contact Edmund

Edmund Lomasney

Executive Director

None

Jeff Cullen

Managing Director

Offshore Specialist

Contact Jeff

Jeff Cullen

Managing Director

Registered Representative of ALPS Distributors, Inc.

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

Contact Garrett

Garrett Pierce

Managing Director

Registered Representative of ALPS Distributors, Inc.

None

Dave Carroll

Vice President

D.C.IdahoMarylandMontanaWyoming

Contact Dave

Dave Carroll

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Nick Petrovich

Vice President

IowaIllinoisIndianaKansasMichiganMinnesotaMissouriNorth DakotaNebraskaSouth DakotaWisconsin

Contact Nick

Nick Petrovich

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Jeff Podesta

Managing Director

KentuckyNorth CarolinaSouth CarolinaVirginiaWest Virginia

Contact Jeff

Jeff Podesta

Managing Director

None

Nick Smith

Vice President

ColoradoGeorgiaNew MexicoOhioOklahomaTexasUtah

Contact Nick

Nick Smith

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Rich Wager

Vice President

AlabamaArkansasDelawareLouisianaMississippiNew JerseyPennsylvaniaTennessee

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Rich Wager

Vice President

None

Cathy Howse

Vice President

AlaskaArizonaCaliforniaHawaiiNevadaOregonWashington

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Cathy Howse

Vice President

Registered Representative of ALPS Distributors, Inc.

None

John Kerrigan

Vice President

ConnecticutNew YorkRhode Island

Contact John

John Kerrigan

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Andy Prescott

Vice President

Offshore Specialist

Contact Andy

Andy Prescott

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Mitchell Rind

Vice President

Offshore Specialist

Contact Mitchell

Mitchell Rind

Vice President

Registered Representative of ALPS Distributors, Inc.

None

Joe LoPresti

Vice President

Institutional and Sub-Advisory Services

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Joe LoPresti

Vice President

None

Mariana Salamanca

Vice President

FloridaPuerto Rico

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Mariana Salamanca

Vice President

Internal Client Support

None

Amanda Becker

Vice President

Contact Amanda

Amanda Becker

Vice President

None

Olivia Malloy

Assistant Vice President

Contact Olivia

Olivia Malloy

Assistant 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

None

Matt Karr

Assistant Vice President

Contact Matt

Matt Karr

Assistant Vice President

Institutional Data Team

None

Edward Murphy

Senior Vice President

Contact Edward

Edward Murphy

Senior Vice President

None

Amanda Calcagno

Vice President

Contact Amanda

Amanda Calcagno

Vice President

Michelle Gonzalez

Assistant Vice President

Contact Michelle

Michelle Gonzalez

Assistant Vice President

None

Michelle Tewani

Vice President

Contact Michelle

Michelle Tewani

Vice President

Compliance

Steve Mullooly

Managing Director

Legal

Aiden Kelly

Vice President

Trading

John Gilligan

Managing Director

Nathan Bogosian

Vice President

Adam Hill

Vice President

Ryan Lynch

Vice President

Eric Carbone

Vice President

Portfolio Operations

Paula Capra

Managing Director

Brenda Pons

Vice President

Cheryl Grant

Assistant Vice President

Aubrey Moir

Assistant Vice President

Courtney McCarey

Assistant Vice President

Caroline Morris

Associate

Nicole Gregorio

Associate

Finance & Accounting

Miriam Rey

Controller

Osiris Flores

Assistant Controller

Nadia Dempsey

Analyst

Executive Assistants

Ashley Hicks

Executive Assistant to Jim Cullen, CEO

Alyssa Christian

Executive Assistant

Emily Danielson

Executive Assistant