A team of experienced wealth advisors

Our unique family office style of wealth advisory gives our clients access to leading professionals in investment and wealth management, estate planning, tax, asset allocation, and more.

Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

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Wealth Advisory

Lido clients can benefit from our holistic approach to wealth management. Our family office style aims to protect your legacy for future generations.

Adam Osterling, CFP<sup>®</sup>-Wealth Advisor
Adam Osterling, CFP®
Vice President, Wealth Advisor
Adrianne Erickson-Wealth Manager
Adrianne Erickson
Wealth Manager
Alex Kob-Senior Wealth Manager, Market Lead
Alex Kob
Managing Director, Senior Wealth Manager, Market Lead
Alexandra Browne-Chief Development Officer
Alexandra Browne
Senior Managing Director, Chief Development Officer
Alexandra Papell-Wealth Manager
Alexandra Papell
Wealth Manager
Alyssa Weinberger, CPA, CFP<sup>®</sup>-Chief People Officer
Alyssa Weinberger, CPA, CFP®
Senior Managing Director, Chief People Officer
Andrew Hancock, CFP<sup>®</sup>, ChFC<sup>®</sup>, CIMA<sup>®</sup>-Senior Wealth Manager
Andrew Hancock, CFP®, ChFC®, CIMA®
Vice President, Senior Wealth Manager
Andrew Ielmini-Wealth Manager
Andrew Ielmini
Wealth Manager
Barbara Lommen, CFP<sup>®</sup>, CDFA<sup>®</sup>-Senior Wealth Advisor
Barbara Lommen, CFP®, CDFA®
Senior Vice President, Senior Wealth Advisor
Beck Johnson-Senior Wealth Manager
Beck Johnson
Senior Vice President, Senior Wealth Manager
Brandon Denihan-Senior Wealth Advisor
Brandon Denihan
Senior Vice President, Senior Wealth Advisor
Brandon Heicklen, AIF<sup>®</sup>, CRPC<sup>®</sup>-Wealth Manager
Brandon Heicklen, AIF®, CRPC®
Wealth Manager
Brandon Nie-Wealth Manager
Brandon Nie
Vice President, Wealth Manager
Brendan Van Cleve-Senior Wealth Manager
Brendan Van Cleve
Managing Director, Senior Wealth Manager
Brennan Fontana-Wealth Advisor
Brennan Fontana
Wealth Advisor
Brian Appel, CFP<sup>®</sup>, ChFC<sup>®</sup>-Senior Wealth Advisor
Brian Appel, CFP®, ChFC®
Senior Vice President, Senior Wealth Advisor
Brian Blackwell, CFP<sup>®</sup>, RICP<sup>®</sup>, ChFC<sup>®</sup>, CDAA<sup>™</sup>-Senior Wealth Manager
Brian Blackwell, CFP®, RICP®, ChFC®, CDAA™
Senior Vice President, Senior Wealth Manager
Brian Reisner-Senior Wealth Manager
Brian Reisner
Senior Vice President, Senior Wealth Manager
Brooklyn Griffin-Senior Wealth Manager
Brooklyn Griffin
Senior Vice President, Senior Wealth Manager
Charles Faulhaber, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, RICP<sup>®</sup>-Senior Wealth Manager
Charles Faulhaber, CFP®, CLU®, ChFC®, CASL®, RICP®
Senior Vice President, Senior Wealth Manager
Chris Lagudis-Senior Wealth Advisor
Chris Lagudis
Managing Director, Senior Wealth Advisor
Chris Nolan-Wealth Manager
Chris Nolan
Wealth Manager
Chris Peterson-Senior Wealth Manager
Chris Peterson
Senior Vice President, Senior Wealth Manager
Clay Westover-Senior Wealth Manager
Clay Westover
Senior Vice President, Senior Wealth Manager
Colin Grover, CFP<sup>®</sup>-Senior Wealth Manager
Colin Grover, CFP®
Senior Vice President, Senior Wealth Manager
Colleen Kelly-Senior Wealth Advisor
Colleen Kelly
Director, Senior Wealth Advisor
Conner Dabish-Wealth Manager
Conner Dabish
Wealth Manager
Courtney Blum-Senior Wealth Advisor
Courtney Blum
Senior Vice President, Senior Wealth Advisor
Dani Comart-Senior Wealth Manager
Dani Comart
Director, Senior Wealth Manager
Danny Leong, CFP<sup>®</sup>-Wealth Manager
Danny Leong, CFP®
Vice President, Wealth Manager
Danny Weitzman, CFP<sup>®</sup>-Wealth Manager
Danny Weitzman, CFP®
Wealth Manager
David Lundquist-Senior Wealth Manager
David Lundquist
Managing Director, Senior Wealth Manager
Derek Tam, CFP<sup>®</sup>-Senior Wealth Advisor
Derek Tam, CFP®
Senior Vice President, Senior Wealth Advisor
Dillon Gracey, CFP<sup>®</sup>-Senior Wealth Advisor
Dillon Gracey, CFP®
Senior Vice President, Senior Wealth Advisor
Dominik Elmasian-Senior Wealth Manager
Dominik Elmasian
Senior Vice President, Senior Wealth Manager
Elias Kaplan, CFP<sup>®</sup>-Wealth Manager
Elias Kaplan, CFP®
Vice President, Wealth Manager
Emily Howard-Senior Wealth Manager
Emily Howard
Senior Vice President, Senior Wealth Manager
Eric Sagadin, CFP<sup>®</sup>-Senior Wealth Advisor
Eric Sagadin, CFP®
Senior Vice President, Senior Wealth Advisor
Erica Ghotra, CRPC<sup>®</sup>, CRPS<sup>®</sup>-Senior Wealth Advisor
Erica Ghotra, CRPC®, CRPS®
Managing Director, Senior Wealth Advisor
Evaggelia Hatzimanolis, CFP<sup>®</sup>-Senior Wealth Advisor
Evaggelia Hatzimanolis, CFP®
Senior Vice President, Senior Wealth Advisor
Evan Levy, JD, CEP<sup>®</sup>-Senior Wealth Manager
Evan Levy, JD, CEP®
Managing Director, Senior Wealth Manager
Garin Rydalch-Wealth Manager
Garin Rydalch
Vice President, Wealth Manager
Grady Camps-Wealth Manager
Grady Camps
Wealth Manager
Grant Vahalla, CFP<sup>®</sup>-Senior Wealth Manager
Grant Vahalla, CFP®
Senior Vice President, Senior Wealth Manager
Greg Kushner, CPA<sup>*</sup>-Chairman
Greg Kushner, CPA*
Senior Managing Director, Chairman
Gretchen Zierolf, CFP<sup>®</sup>-Senior Wealth Advisor
Gretchen Zierolf, CFP®
Managing Director, Senior Wealth Advisor
Heather O'Connor-Private Client Services
Heather O'Connor
Senior Associate, Private Client Services
Henry Herrill, AWMA<sup>®</sup>-Senior Wealth Manager
Henry Herrill, AWMA®
Senior Vice President, Senior Wealth Manager
Jack Kirby-Wealth Manager
Jack Kirby
Wealth Manager
Jack Weinstein-Senior Wealth Manager
Jack Weinstein
Senior Vice President, Senior Wealth Manager
Jacob Loosle, CFP<sup>®</sup>-Senior Wealth Manager
Jacob Loosle, CFP®
Senior Vice President, Senior Wealth Manager
Jaron Wagner, CFP<sup>®</sup>-Wealth Manager
Jaron Wagner, CFP®
Vice President, Wealth Manager
Jason Blumberg-Senior Wealth Advisor, Market Lead
Jason Blumberg
Managing Director, Senior Wealth Advisor, Market Lead
Jason Ozur, CPA<sup>*</sup>-Chief Executive Officer
Jason Ozur, CPA*
Chief Executive Officer
Jeff Christie-Senior Wealth Manager
Jeff Christie
Managing Director, Senior Wealth Manager
Jeffrey Kaufmann-Senior Wealth Manager
Jeffrey Kaufmann
Director, Senior Wealth Manager
Jeffrey Westheimer, JD-Senior Managing Director
Jeffrey Westheimer, JD
Senior Managing Director
Jerry Nigro-Senior Wealth Manager
Jerry Nigro
Director, Senior Wealth Manager
Jessica Fino-Senior Wealth Manager
Jessica Fino
Senior Vice President, Senior Wealth Manager
Jimmy Savage-Senior Wealth Manager
Jimmy Savage
Senior Vice President, Senior Wealth Manager
Joe Romeo, CFP<sup>®</sup>-Senior Wealth Manager
Joe Romeo, CFP®
Vice President, Senior Wealth Manager
John Bute, CPA-Advanced Wealth Planning
John Bute, CPA
Managing Director, Advanced Wealth Planning
John McInerney, CFP<sup>®</sup>-Senior Wealth Manager
John McInerney, CFP®
Director, Senior Wealth Manager
Jon Morgan-Senior Wealth Advisor
Jon Morgan
Managing Director, Senior Wealth Advisor
Jon Teran, CFP<sup>®</sup>-Senior Wealth Manager, Market Lead
Jon Teran, CFP®
Managing Director, Senior Wealth Manager, Market Lead
Jonathan Jewitt, CFA-Senior Wealth Manager
Jonathan Jewitt, CFA
Managing Director, Senior Wealth Manager
Jordan Kunz, CFA, CFP<sup>®</sup>, CSRIC<sup>™</sup>-Senior Wealth Manager
Jordan Kunz, CFA, CFP®, CSRIC™
Senior Vice President, Senior Wealth Manager
Joshua Miller, CFP<sup>®</sup>-Senior Wealth Advisor
Joshua Miller, CFP®
Director, Senior Wealth Advisor
Justin Cho, CFP<sup>®</sup>, BFA<sup>™</sup>-Wealth Manager
Justin Cho, CFP®, BFA™
Wealth Manager
Justin Moreci-Senior Wealth Manager
Justin Moreci
Senior Vice President, Senior Wealth Manager
Kelly Oliver-Wealth Manager
Kelly Oliver
Wealth Manager
Ken Stern, CFP<sup>®</sup>-President
Ken Stern, CFP®
President
Kevin Maldonado-Wealth Manager
Kevin Maldonado
Wealth Manager
Kyle Cross-Senior Wealth Manager
Kyle Cross
Senior Vice President, Senior Wealth Manager
Lewis Shore-Senior Wealth Advisor
Lewis Shore
Managing Director, Senior Wealth Advisor
Louis Flamino-Senior Wealth Manager, Market Lead
Louis Flamino
Managing Director, Senior Wealth Manager, Market Lead
Luke Daniel, CFP<sup>®</sup>-Senior Wealth Advisor
Luke Daniel, CFP®
Managing Director, Senior Wealth Advisor
Martin Aspin-Wealth Manager
Martin Aspin
Vice President, Wealth Manager
Marya Young-Senior Wealth Advisor
Marya Young
Managing Director, Senior Wealth Advisor
Matt Kulka, CFP<sup>®</sup>-Wealth Manager
Matt Kulka, CFP®
Vice President, Wealth Manager
Maxwell Westheimer-Wealth Manager
Maxwell Westheimer
Vice President, Wealth Manager
Meagan D'Angelo, CFP<sup>®</sup>-Senior Wealth Advisor
Meagan D'Angelo, CFP®
Managing Director, Senior Wealth Advisor
Melinda McHugh, CFP<sup>®</sup>-Advanced Wealth Planning
Melinda McHugh, CFP®
Executive Vice President, Advanced Wealth Planning
Michael Davis, CFP<sup>®</sup>-Wealth Manager
Michael Davis, CFP®
Wealth Manager
Michael Karsa-President, Midwest & Arizona
Michael Karsa
Senior Managing Director, President, Midwest & Arizona
Nicholas Doddo-Senior Wealth Advisor
Nicholas Doddo
Senior Vice President, Senior Wealth Advisor
Nicholas Hixon-Wealth Manager
Nicholas Hixon
Wealth Manager
Olivia Zaiya, Esq., CFP<sup>®</sup>-Head of Advanced Wealth Planning
Olivia Zaiya, Esq., CFP®
Director, Head of Advanced Wealth Planning
Paul Anello-Senior Wealth Manager
Paul Anello
Senior Vice President, Senior Wealth Manager
Peter Morimoto-Senior Wealth Advisor
Peter Morimoto
Managing Director, Senior Wealth Advisor
Ramsey Andrijevich, CFP<sup>®</sup>-Senior Wealth Manager
Ramsey Andrijevich, CFP®
Vice President, Senior Wealth Manager
Rick Rosenthal-Senior Wealth Manager
Rick Rosenthal
Senior Vice President, Senior Wealth Manager
Robert Marton, CFP<sup>®</sup>, CIMA<sup>®</sup>-Senior Wealth Advisor
Robert Marton, CFP®, CIMA®
Senior Managing Director, Senior Wealth Advisor
Roberto Paredes-National Strategic Relationships
Roberto Paredes
President, National Strategic Relationships
Roy Elliott-Senior Wealth Manager
Roy Elliott
Managing Director, Senior Wealth Manager
Ryan Hosegood-Senior Wealth Advisor
Ryan Hosegood
Senior Vice President, Senior Wealth Advisor
Ryer Baldridge-Wealth Manager
Ryer Baldridge
Wealth Manager
Sagar Sheth-Senior Wealth Advisor
Sagar Sheth
Senior Vice President, Senior Wealth Advisor
Sam Hoeck, CFA-Senior Wealth Manager
Sam Hoeck, CFA
Senior Vice President, Senior Wealth Manager
Sarah Pham, CFP<sup>®</sup>, ChFC<sup>®</sup>, CWS<sup>®</sup>-Senior Wealth Manager
Sarah Pham, CFP®, ChFC®, CWS®
Senior Vice President, Senior Wealth Manager
Scott Berman, CRPC<sup>®</sup>-Senior Wealth Manager
Scott Berman, CRPC®
Director, Senior Wealth Manager
Scott Brokaw-Senior Wealth Advisor
Scott Brokaw
Managing Director, Senior Wealth Advisor
Shane Sawyer Jones-Wealth Manager
Shane Sawyer Jones
Wealth Manager
Shannon Sahli-Wealth Manager
Shannon Sahli
Wealth Manager
Shawn Moran-Senior Wealth Advisor, Market Lead
Shawn Moran
Managing Director, Senior Wealth Advisor, Market Lead
Sierra Argyle-Senior Wealth Manager
Sierra Argyle
Senior Vice President, Senior Wealth Manager
Stasia Washington-Senior Wealth Manager
Stasia Washington
Managing Director, Senior Wealth Manager
Stuart Katz, JD-Private Wealth Management
Stuart Katz, JD
President, Private Wealth Management
Tim Johnson-Wealth Advisor
Tim Johnson
Wealth Advisor
Tom McDonnell, CFP<sup>®</sup>, CRPC<sup>®</sup>, CRPS<sup>®</sup>-Senior Wealth Manager
Tom McDonnell, CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Tony Chartrey-Senior Wealth Advisor
Tony Chartrey
Director, Senior Wealth Advisor
Tyler Tevich-Wealth Manager
Tyler Tevich
Wealth Manager
Viktoria Falus, CFP<sup>®</sup>, EA-Wealth Manager
Viktoria Falus, CFP®, EA
Vice President, Wealth Manager
Vincent Bonavia-Wealth Manager
Vincent Bonavia
Wealth Manager
Walker Williams-Private Wealth
Walker Williams
Chief Market Strategist, Private Wealth
Yianni Haralambous, JD, CFP®, MTWM-Advanced Wealth Planning
Yianni Haralambous, JD, CFP®, MTWM
Director, Advanced Wealth Planning

Management & Operational Support

Adam Castillo-Private Client Services
Adam Castillo
Senior Associate, Private Client Services
Akiva Glazerson-Risk and Investments
Akiva Glazerson
Vice President, Risk and Investments
Alex Angulo-Advanced Wealth Planning
Alex Angulo
Paraplanner, Advanced Wealth Planning
Alisa Hidalgo-Executive Assistant
Alisa Hidalgo
Executive Assistant
Allie Arvold-Private Client Services
Allie Arvold
Associate, Private Client Services
Andrew Christensen-Private Client Services
Andrew Christensen
Associate, Private Client Services
Anne Kimmell-Office Administrator
Anne Kimmell
Office Administrator
Anthony Clay-Private Client Services
Anthony Clay
Associate, Private Client Services
Ashley Isordia-Human Resources
Ashley Isordia
Senior Associate, Human Resources
Ben Markman, CFA-Client Reporting Manager
Ben Markman, CFA
Vice President, Client Reporting Manager
Benjamin Lloyd, CFA-Private Client Services
Benjamin Lloyd, CFA
Senior Associate, Private Client Services
Bianca Frank-Salesforce Administrator
Bianca Frank
Associate, Salesforce Administrator
Billy Nail-Private Client Services
Billy Nail
Associate, Private Client Services
Blair Buick, CFA-Chief Strategy Officer
Blair Buick, CFA
Chief Strategy Officer
Bradley Barthelmes-Mergers and Acquisitions
Bradley Barthelmes
Vice President, Mergers and Acquisitions
Brayton Schmidt-Private Client Services
Brayton Schmidt
Associate, Private Client Services
Cara Fahy-Marketing
Cara Fahy
Vice President, Marketing
Carlos Arroyo-Private Client Services
Carlos Arroyo
Senior Associate, Private Client Services
Cathy Larson-Enterprise Trust & Investment Company
Cathy Larson
Vice President, Enterprise Trust & Investment Company
Chelsea O'Hara-Sales Practice Manager
Chelsea O'Hara
Vice President, Sales Practice Manager
Cida Brewster-Integration
Cida Brewster
Director, Integration
Cody Ambrogi-Private Client Services
Cody Ambrogi
Senior Associate, Private Client Services
Dalton Downer-Private Client Services
Dalton Downer
Associate, Private Client Services
Danny Reardon-Private Client Services
Danny Reardon
Associate, Private Client Services
Darien Fong-Data Analytics
Darien Fong
Senior Associate, Data Analytics
David Ford-Human Resources and Talent
David Ford
Director, Human Resources and Talent
David Haddad-Private Client Services
David Haddad
Senior Associate, Private Client Services
Davis Bell-Private Client Services
Davis Bell
Associate, Private Client Services
Deb Achkire-General Counsel
Deb Achkire
Director, General Counsel
Debbie Babbush-Senior Marketing Manager
Debbie Babbush
Vice President, Senior Marketing Manager
Derek Dombrosky-Risk and Investments
Derek Dombrosky
Associate, Risk and Investments
Elyse Remick-Executive Assistant
Elyse Remick
Executive Assistant
Emily Lui-Sponsorship and Corporate Events
Emily Lui
Senior Associate, Sponsorship and Corporate Events
Favor Lee, CPA<sup>®</sup>-Tax Growth
Favor Lee, CPA®
Director, Tax Growth
Garrett Gabriel-Private Client Services
Garrett Gabriel
Associate, Private Client Services
Gerardo Martinez-Compliance
Gerardo Martinez
Senior Vice President, Compliance
Giampaolo Sacco-Investment & Analytics
Giampaolo Sacco
Analyst, Investment & Analytics
Gillian Yee-Private Client Services
Gillian Yee
Associate, Private Client Services
Griffin Morgan-Private Client Services
Griffin Morgan
Senior Associate, Private Client Services
Henry Hagenbuch-Mergers and Acquisitions
Henry Hagenbuch
Senior Managing Director, Mergers and Acquisitions
Jack Bergon-Private Client Services
Jack Bergon
Associate, Private Client Services
Jarett Karp-Private Client Services
Jarett Karp
Associate, Private Client Services
Jason Lee-Chief Legal and Compliance Officer
Jason Lee
Chief Legal and Compliance Officer
Jeremiah James-Private Client Services
Jeremiah James
Associate, Private Client Services
Jessica Stine, SPHR<sup>®</sup>-Market Operations
Jessica Stine, SPHR®
Vice President, Market Operations
Joe Kuepper-PCS Team Lead
Joe Kuepper
Senior Associate, PCS Team Lead
Joey Letrich-Private Client Services
Joey Letrich
Associate, Private Client Services
John Derry-Private Client Services
John Derry
Senior Associate, Private Client Services
John Doyle-Corporate Real Estate Project Manager
John Doyle
Vice President, Corporate Real Estate Project Manager
Jon Segrist-Finance and Accounting
Jon Segrist
Senior Associate, Finance and Accounting
Jonathan Caprilli-Private Client Services
Jonathan Caprilli
Senior Associate, Private Client Services
Jordan Greenhouse-Chief Growth Officer
Jordan Greenhouse
Senior Managing Director, Chief Growth Officer
Julie Lively-Private Client Services
Julie Lively
Senior Associate, Private Client Services
Justin Morr-Senior Corporate Recruiter
Justin Morr
Vice President, Senior Corporate Recruiter
Katherine Valdez-Legal and Compliance
Katherine Valdez
Vice President, Legal and Compliance
Katrina King-Andris-Executive Assistant
Katrina King-Andris
Executive Assistant
Kayla Cross-PCS Team Lead
Kayla Cross
Vice President, PCS Team Lead
Kelly Arrillaga-Enterprise Trust and Family Solutions
Kelly Arrillaga
Managing Director, Enterprise Trust and Family Solutions
Lacie Ponce-Human Resources
Lacie Ponce
Vice President, Human Resources
Laura An-IT Manager
Laura An
Senior Vice President, IT Manager
Laurén Rumsey-Private Client Services
Laurén Rumsey
Associate, Private Client Services
Lee Allen-Private Client Services
Lee Allen
Associate, Private Client Services
Leigh Amery-Corporate Controller
Leigh Amery
Corporate Controller
Mackenzie Halfhide-Compliance
Mackenzie Halfhide
Associate, Compliance
Margaret McCulloch-Enterprise Trust & Investment Company
Margaret McCulloch
Executive Vice President, Enterprise Trust & Investment Company
Matthew Meenan-Private Client Services
Matthew Meenan
Associate, Private Client Services
Matthew Sealy-Private Client Services
Matthew Sealy
Senior Associate, Private Client Services
Michele Humphrey-Private Client Services
Michele Humphrey
Associate, Private Client Services
Michelle Miller-Client Events Coordinator
Michelle Miller
Client Events Coordinator
Miki Derek-Executive Assistant
Miki Derek
Executive Assistant
Moira Roth-PCS Team Lead
Moira Roth
Vice President, PCS Team Lead
Moriah Bowles-Private Client Services
Moriah Bowles
Associate, Private Client Services
Naseem Anzari-Chief Financial Officer
Naseem Anzari
Chief Financial Officer
Nicki Green, CFP<sup>®</sup>-Advanced Wealth Planning
Nicki Green, CFP®
Senior Associate, Advanced Wealth Planning
Nikki Brooks-Enterprise Trust & Investment Company
Nikki Brooks
Senior Associate, Enterprise Trust & Investment Company
Paris Rodriguez-PCS Manager
Paris Rodriguez
Senior Vice President, PCS Manager
Parker Bryant-Alternative Investments
Parker Bryant
Senior Associate, Alternative Investments
Pat Wahler-Enterprise Trust & Investment Company
Pat Wahler
Senior Vice President, Enterprise Trust & Investment Company
Pravin Bhagwat-Digital Transformation
Pravin Bhagwat
Director, Digital Transformation
Rory Cavan-Private Client Services
Rory Cavan
Associate, Private Client Services
Rosie Nguyen-Alternative Investments
Rosie Nguyen
Senior Associate, Alternative Investments
Shelby Seivert-Private Client Services
Shelby Seivert
Associate, Private Client Services
Shirley Sullivan, CFP<sup>®</sup>-Operations
Shirley Sullivan, CFP®
Senior Vice President, Operations
Stacy Beattie-Chief Operating Officer
Stacy Beattie
Chief Operating Officer
Sterling Hopkins-Private Client Services
Sterling Hopkins
Senior Associate, Private Client Services
Steve Stein-Private Client Services
Steve Stein
Senior Associate, Private Client Services
Tariq Maiden-Wealth Management
Tariq Maiden
Wealth Management
Taylor Daniel-Marketing
Taylor Daniel
Associate, Marketing
Thomas Bartling, CFP<sup>®-Advanced Wealth Planning
Thomas Bartling, CFP®
Senior Associate, Advanced Wealth Planning
Tim Mergenthal-Mergers and Acquisitions
Tim Mergenthal
Managing Director, Mergers and Acquisitions
Tony Mastrogiorgio-Content and Communications
Tony Mastrogiorgio
Senior Vice President, Content and Communications
Tristan Bishop-Advanced Wealth Planning
Tristan Bishop
Senior Associate, Advanced Wealth Planning
Tyler Haner-Private Client Services
Tyler Haner
Senior Associate, Private Client Services
Victor Campos-Advanced Wealth Planning
Victor Campos
Senior Associate, Advanced Wealth Planning
Will Dixon-Private Client Services
Will Dixon
Associate, Private Client Services
Zack Schneider-Private Client Services
Zack Schneider
Associate, Private Client Services

Investment Management & Trading

Anish Ramachandran-Investment & Analytics
Anish Ramachandran
Director, Investment & Analytics
Candice Richardson, CFA-Investment & Analytics
Candice Richardson, CFA
Vice President, Investment & Analytics
Chris DeSalvo-Trading & Investments
Chris DeSalvo
Associate, Trading & Investments
Denis Nock-Research & Investments
Denis Nock
Vice President, Research & Investments
Jack McDonald-Trading & Investments
Jack McDonald
Senior Associate, Trading & Investments
Jeff Garden, CFA, CQF-Chief Investment Officer
Jeff Garden, CFA, CQF
Senior Managing Director, Chief Investment Officer
Kayla Kaltenecker, CFP<sup>®</sup>-Portfolio Operations
Kayla Kaltenecker, CFP®
Vice President, Portfolio Operations
Nour Daoud-Alternative Investments
Nour Daoud
Director, Alternative Investments
Paul Ryan-Trading & Investments
Paul Ryan
Director, Trading & Investments
Sergio Dueñas, CFA-Investment & Analytics
Sergio Dueñas, CFA
Vice President, Investment & Analytics
Troy Jones-Enterprise Trust & Investment Company
Troy Jones
Executive Vice President, Enterprise Trust & Investment Company

Affiliated Professionals

Gina Sanchez-Chantico Global
Gina Sanchez
Chief Market Strategist, Chantico Global
Jenna Glassock, Esq.-Laurel Trust Law
Jenna Glassock, Esq.
Laurel Trust Law
Jennifer R. Elmenhurst-Enterprise Trust & Investment Company
Jennifer R. Elmenhurst
Executive Vice President, Enterprise Trust & Investment Company
Marc Rebboah-Enterprise Trust & Investment Company
Marc Rebboah
President, Enterprise Trust & Investment Company
William Coughlan-LTax Consulting
William Coughlan
Director, LTax Consulting
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