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Leadership Team

Nelly Mubashi

Nelly Mubashi

Chief Executive Officer

Greg Headrick

Greg Headrick

Managing Partner, CCO

John Cassidy

John Cassidy

Director of Technology

Dessy Prasad

Dessy Prasad

Chief Operating Officer

Shelby Eckhardt

Shelby Eckhardt

Business Development Officer

Daniele Gonzalez

Daniele Gonzalez

Human Resources Manager / Financial Analyst

Douglass McCrae

Douglass McCrae

Compliance Manager / Inside Counsel

Robert Green

Robert Green

Accounting Manager

Quincy Loreen

Quincy Loreen

Wealth Advisor & Lead Financial Planner

Ryan Lindley

Ryan Lindley

Portfolio Manager

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