Our Team
Jeff Savage
President and CEO
Sean Lynch
Chief Investment Officer
Michael Cannella
Chief Regulatory Officer
Vickie Chung
Director of Technology and Operations
Theresa Robinson
Fiduciary Advisor
Sarah Arriola
Compliance Officer
Melissa Barnhardt
Fiduciary Leader
Aide Benson
Senior Fiduciary Advisor
Karen Clerget
Associate Portfolio Manager
Caden Wenzel
Lead Compliance Officer
Cody Curtis
Lead Risk Officer
Alex Ortega
Fiduciary Advisor
Dan Helmick
Portfolio Manager
Samantha Morrow
Operations Analyst
Adrian Gayon
Fiduciary Associate
Diana Leal Garcia
Operations Analyst
Anne Walters
Chief Fiduciary Officer