Experienced Professionals

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Click on an image below to learn more.

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Greg Headrick

Managing Partner,

Chief Compliance Officer

CFP®, AIFA®, RMA®, CIMA®

Nelly O. Mubashi

Chief Executive Officer

Compliance Manager

MSF, CRPS®

John Cassidy

Douglass McCrae

Ryan Walsh

Daniele Gonzalez

Dessy Raza

Shelby Eckhardt

Director of Technology Services

Compliance Manager / Inside Counsel

Portfolio Manager

CFA, FRM

Human Resources Manager 

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Director of Operations

Marketing Manager

MBA, Professional Certified Marketer (PCM®)  

Business Development Manager​