Leadership

Matt Regan

President

Brandy Weiberg

Chief Compliance Officer/ Vice President/ Director of RIA Solutions

Eric Yancey

Chief Technology Officer/Senior Vice President

Justin DuBrueler

Chief Financial Officer

Ron Madey, CFA®

Chief Investment Officer

Russ Reinhart, CFP®

Senior Director of WCAP Business

Ken Kideckel, CFA®, CFP®

VP, Portfolio Manager