Who We Are Invested in Your Future Raj BhattacharyyaChief Executive Officer, Board Member Vikram Chugh, CFA®, CFP®Chief Operating Officer, Principal Mike Curley, CFA®Chief Compliance Officer, Principal Jim DiPisa, CFA®Chief Business Development Officer, Principal Stuart KatzChief Investment Officer, Principal John MurrayPrincipal David WestbrookChief Financial Officer, Principal Daniel Arcos, CFA®Vice President John Bernabei, CFP®Managing Director, Principal Edward BlamoAssociate Erik R. BoeManaging Director, Principal Annelise Bovet, CFP®Vice President Louis CalabreseChief Marketing Officer Bret CalingVice President Emily ClemensAssociate Fabian ContrerasAssociate Frank Corrado, CPA, CFP®, RLPManaging Director, Principal Frankie Corrado, CFP®, RLPManaging Director, Principal Alicia Denton, CFP®Associate Financial Planner David EbbinsAssociate Gary T. FitzgeraldVice President Mallon FitzPatrick, CFP®Managing Director, Principal Pam Friedman, CFP®, CDFA®Managing Director, Principal Jeanette GarrettyManaging Director, Principal, Chief Economist Henry HagenbuchVice President Kerry HamanaManaging Director Patrick Hyde, CFA®Vice President Julia KevonAnalyst Christopher L. KnappManaging Director, Principal Raymond LangVice President Ron LernerVice President Matthew LimAssociate Jonathan McEvoyVice President Rohan MotwaniAssociate Zack Perry, CFA®Managing Director, Principal Brian W. Post, CFA®Vice President Sean PowersManaging Director, Principal Michael RidgewayManaging Director Danny RozanskyManaging Director, Principal Tom SchumacherAnalyst Lauren Sigman, CFP®Managing Director, Principal Peyton SteinAnalyst Julie Steinman, CFP®Vice President Anne RobertsonVice President Kevin Talty, CFP®, EAVice President Grace TierneyAnalyst J. Michael Tierney, Jr.Managing Director, Principal Mahir VoraManaging Director Patty WanandiVice President Michael ZaninovichManaging Director, Principal Raj BhattacharyyaChief Executive Officer, Board Member Vikram Chugh, CFA®, CFP®Chief Operating Officer, Principal Mike Curley, CFA®Chief Compliance Officer, Principal Jim DiPisa, CFA®Chief Business Development Officer, Principal Stuart KatzChief Investment Officer, Principal John MurrayPrincipal David WestbrookChief Financial Officer, Principal Daniel Arcos, CFA®Vice President John Bernabei, CFP®Managing Director, Principal Edward BlamoAssociate Erik R. BoeManaging Director, Principal Annelise Bovet, CFP®Vice President Louis CalabreseChief Marketing Officer Bret CalingVice President Emily ClemensAssociate Fabian ContrerasAssociate Frank Corrado, CPA, CFP®, RLPManaging Director, Principal Frankie Corrado, CFP®, RLPManaging Director, Principal Alicia Denton, CFP®Associate Financial Planner David EbbinsAssociate Gary T. FitzgeraldVice President Mallon FitzPatrick, CFP®Managing Director, Principal Pam Friedman, CFP®, CDFA®Managing Director, Principal Jeanette GarrettyManaging Director, Principal, Chief Economist Henry HagenbuchVice President Kerry HamanaManaging Director Patrick Hyde, CFA®Vice President Julia KevonAnalyst Christopher L. KnappManaging Director, Principal Raymond LangVice President Ron LernerVice President Matthew LimAssociate Jonathan McEvoyVice President Rohan MotwaniAssociate Zack Perry, CFA®Managing Director, Principal Brian W. Post, CFA®Vice President Sean PowersManaging Director, Principal Michael RidgewayManaging Director Danny RozanskyManaging Director, Principal Tom SchumacherAnalyst Lauren Sigman, CFP®Managing Director, Principal Peyton SteinAnalyst Julie Steinman, CFP®Vice President Anne RobertsonVice President Kevin Talty, CFP®, EAVice President Grace TierneyAnalyst J. Michael Tierney, Jr.Managing Director, Principal Mahir VoraManaging Director Patty WanandiVice President Michael ZaninovichManaging Director, Principal Meet the Board
