People

Executive Leadership

Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920

Cleveland, OH

Steven Brett

Managing Director, Partner

Email Steven
631.414.4020

Melville, NY

Jim Butler

Managing Director, Partner

Email Jim
610.943.4512

Blue Bell, PA

Bob Coode

Managing Director, Partner

Email Bob
440.459.5940

Cleveland, OH

Robert Coode

Managing Director, Partner

Email Robert
440.459.5910

Cleveland, OH

Brandon Dunn

Director of Retirement Plan Services

Email Brandon
440.459.5947

Cleveland, OH

Michael Granito

Director of Operations

Email Michael
440.459.5907

Cleveland, OH

Todd Healy

Chief Operating Officer

Email Todd
615.245.4142

Nashville, TN

Charlie Hoffmann

Managing Director, Partner

Email Charlie
215.297.2576

Philadelphia, PA

Pete Hoffmann

Managing Director, Partner

Email Pete
215.297.2575

Blue Bell, PA

Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899

Cleveland, OH

Charles D. Moore

Managing Director, Partner

Email Charles
330.563.4265

Fairlawn, OH

Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.563.4265

Akron, OH

Perry D. Reghetti

Managing Director, Partner

Email Perry
330.563.4265

Akron, OH

Leeann L. Schultz

Chief Compliance Officer

Email Leeann
440.459.5909

Cleveland, OH

Eric Wulff

Chief Executive Officer

Email Eric
440.459.5905

Cleveland, OH

Alynne D. Zielinski

Director of Financial Planning & Advisor Experience

Email Alynne
440.459.5922

Cleveland, OH

Advisory Team Members

John Costello

Financial Advisor

Email John
860.760.0827

Hartford, CT

Nina DiPalma

Client Manager

Email Nina
440.459.5839

Cleveland, OH

Thomas Filomeno

Financial Advisor, Independent Contractor

Email Thomas
860.760.0640

Hartford, CT

Brian Forneris

Retirement Plan Consultant

Email Brian
440.459.5956

Cleveland, OH

Mason Gee-Montgomery

Financial Advisor

Email Mason
330.564.8578

Fairlawn, OH

Benjamin Hoffmann

Financial Advisor

Email Benjamin
215.297.2573

Philadelphia, PA

Marquis Lewis

Financial Advisor

Email Marquis
440.459.5924

Cleveland, OH

Gregory Lopez

Financial Advisor

Email Gregory
440.459.5833

Cleveland, OH

Kenneth Mears

Financial Advisor

Email Kenneth
440.352.1208

Concord, OH

Lori Plescia

Financial Advisor, Independent Contractor

Email Lori
314.626.7485

Chesterfield, MO

J. Ashley Renfroe

Client Manager

Email J. Ashley
440.459.5826

Cleveland, OH

David Rome

Financial Advisor

Email David
440.459.5914

Cleveland, OH

Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665

Hartford, CT

Tyler Smith

Financial Advisor

Email Tyler
440.459.5837

Cleveland, OH

Garrett N. Sorensen

Financial Advisor

Email Garrett
615.245.4037

Nashville, TN

Louis Trivisonno

Financial Advisor

Email Louis
440.459.5917

Cleveland, OH

Michael Van Himbergen

Financial Advisor

Email Michael
440.459.5949

Cleveland, OH

Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916

Cleveland, OH

Operational Staff

Allison Bourne

Client Service Associate

Email Allison
440.352.1208

Concord, OH

Diane Graham

Client Service Associate

Email Diane
330.563.4265

Akron, OH

Molly A. Halpin

Billing Manager

Email Molly
440.459.5828

Cleveland, OH

Cassandra Horton

Manager, Client Services

Email Cassandra
440.459.5948

Cleveland, OH

Joanna Lograsso

Financial Associate

Email Joanna
440.459.5836

Cleveland, OH

Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265

Akron, OH

Susan Miller

Client Services Associate

Email Susan
314.626.7544

Chesterfield, MO

Sarah Nance

Billing Specialist

Email Sarah
440.459.5967

Cleveland, OH

Kaitlin R. Nicholis

Financial Planner

Email Kaitlin
440.459.5827

Cleveland, OH

Mohammed Nijim

Operations Associate

Email Mohammed
215.297.2578

Philadelphia, PA

Caitlin Persico

Client Service Associate

Email Caitlin
215.297.2572

Philadelphia, PA

Dana Pierce

Staff Accountant

Email Dana
440.459.5834

Cleveland, OH

Kevin Pietrzyk

Trading Specialist

Email Kevin
216.242.0883

Cleveland, OH

Constance Pyles

Manager, Client Services

Email Constance
440.459.5913

Cleveland, OH

Andrew Reinhardt

Client Service Associate

Email Andrew
615.245.4143

Nashville, TN

Andrew Rogers

Audit Support Specialist

Email Andrew
216.242.0897

Cleveland, OH

Haley E. Rohde

Financial Planning Associate

Email Haley
440.459.5974

Cleveland, OH

Jack Rohde

Portfolio Specialist

Email Jack
216.242.0809

Cleveland, OH

CJ Schur

Portfolio Specialist

Email CJ
216.242.0812

Cleveland, OH

Nikea Stathopoulos

Client Service Associate

Email Nikea
440.459.5918

Cleveland, OH

Rinky Vora

Controller

Email Rinky
440.459.5929

Cleveland, OH

Brianna Wagner

Senior Marketing Coordinator

Email Brianna
440.459.5921

Cleveland, OH