Nick Berich

Senior Vice President
Administration

Perry Porcaro

Assistant Vice President
Operations

Sandy Dupies

Assistant Vice President
Administration

Sue Rediske

Assistant Vice President
Administration

Doris Elias

Administrative Assistant
Operations and Accounting

David Hardeman

Reconciliation Accountant

LORI SALYERS, CEBS

Assistant Vice President
Administration and
Compliance

Curt Hoffman

Assistant Vice President

Tina Selode

Administrative Assistant
Operations

Jennifer Koester-Gasparek

Billing and Client
Presentations

Elsa Manske

Administration & Operation Support

Michael Stewart CFA, JD, CFP

Chief Compliance Officer
email address

LORI PIEKARSKI

Assistant Vice President
Administration

Jody 2

Jody Katravas

Trading Assistant