Firm Management Team

Greg
Nelly

Experienced Professionals

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Managing Partner,

Chief Compliance Officer

CFP®, AIFA®, RMA®, CIMA®

Chief Executive Officer

Compliance Manager

MSF, CRPS®

John Cassidy
Douglass
Ryan Walsh
Dessy Raza
Daniele Gonzalez
Shelby Eckhardt

Director of Technology Services

Compliance Manager / Inside Counsel

Portfolio Manager

CFA, FRM

Human Resources Manager 

Director of Operations

Marketing Manager

MBA, Professional Certified Marketer (PCM®)  

Business Development Manager