Meet Our Team

Business Development & Marketing

Haley Adam

Channel Marketing Specialist

Andy Barton

Head of Sales

David Sattler

Content Specialist

Liz Shader

Director of Growth Marketing

Leigh Anna Sodac

Director of Marketing

Engineering & Data

Christina Arick

Business Enablement Analyst

Brian Cannon

Data Analyst

Chandler Dibble

Software Engineer

Ryan Faulhaber

Full Stack Engineer

JoDee Fields

Head of Business Enablement

Davis Donald Hesler

Full Stack Engineer

Matt Holdefer

Engineering Team Lead

Alex Krupey

Business Enablement Manager

Ben Lande

Director of Engineering

Taylor Letterman

Growth Engineer

Matt Loppatto

Senior Software Engineer

David Melsbakas

Director of Sales Enablement

Kevin Miller

Engineering Team Lead

Cal Moody

Full Stack Engineer

Matthew Morrison

Data Analyst

Luis Piñeros

Full Stack Engineer

Blake Pucsek

Engineering Team Lead

Susan Song

Full Stack Engineer

Andrew Stewart

Engineering Team Lead

Brock Stone

Front-End Engineer

Jason Valenzuela

Full Stack Engineer

Diana Winger

Database Engineer

Finance

Don Butler

Controller

Anthony Coletto

Finance Manager

Lauren DeMarzo

Director of Finance

Anthony Egan

Accounting Manager

Operations & Human Resources

Corbin Barnett

Investment Operations Specialist

Claire Benson

Recruitment Coordinator

Kaitlyn Cabrera

Recruiter

Ivan Carerro

Investment Ops Specialist

Julia Chrisopoulos

Human Resource Generalist

Alexandria Davis

Investment Operations Specialist

Katherine Erin Deprey

Investment Operations Specialist

Allyson Eslinger

Investment Operations Specialist

Grace Falvey

Human Resources Coordinator

Emily Grigg

Investment Operations Specialist

Alex Hernandez

Investment Operations Specialist

Tim Herrmann

Director, Trading Operations

Jen Lackmann

Director of Human Resources

Parker Manson

Investment Operations Specialist

Will Miller

Investment Operations Specialist

Andrew Neville

Estate Planning Specialist

Rayan Oueini

Investment Operations Team Lead

Kelsey Reed

Recruiter

Nadia Rullo

Investment Operations Specialist

Claudia Rosenbaum

Investment Operations Specialist

Tyler Schroeder, CFP®

Director of Strategic Initiatives

Jamie Sherr

Compliance Analyst

Afton Smead

Investment Operations Specialist

Maria Sparr

Investment Operations Specialist

Elizabeth Strock

Executive Administrative Assistant

Luke Sugrue

Investment Operations Specialist

Katrina Sullivan-Matt

Investment Operations Specialist

Dionne Thompson

Director, Learning & Development

Product

John Berardi

Product Manager

Dan Dingus

Head of UX & Design

Kim Johnson

Product Owner

Jason McIlwan

Designer

The Pack

Gambit

Head of Strategic Vision

Moo

Chief Barketing Officer