Jonathan Lee
Executive Chairman, Co-Founder 
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Susan McHan
President and CEO, Co-Founder 
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Mark Duvall, CFA^®
Chief Investment Officer, Co-Founder 
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Mitch Hogins
Chief Financial Officer 
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Beth DeGeorge
SVP / Director of Operations 
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David Firth, CFP^®
Vice President Client Operations and Services
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Corrine Palacios
Director of Business Development 
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Diana Andrews
Regional Sales Manager 
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John Boyles
Secondary and Capital Markets
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Rachel Van Emon
Director of Education
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Elan Lalonde
Director of Marketing 
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