Business Development & Marketing

Haley Adam

Marketing Coordinator

Andy Barton

Head of Sales

Meredith McManus

Director of Lifecycle Marketing

David Sattler

Content Specialist

Leigh Anna Sodac

Director of Marketing

Brent Weiss, CFP®, ChFC®

Chief Evangelist

Engineering & Data

Jen Airoldi

Director of Analytics

Benjamin Anderson

Data Analyst

Christina Arick

Sales Enablement Analyst

Wallace Brown

Software Engineer

Brian Cannon

Data Analyst

Chandler Dibble

Software Engineer

Ryan Faulhaber

Full Stack Engineer

JoDee Fields

Chief of Staff

Davis Donald Hesler

Full Stack Engineer

Matt Holdefer

Engineering Team Lead

Chris Kaczenski

Business Applications Developer

Alex Krupey

Sales Enablement Manager

Ben Lande

Director of Engineering

Taylor Letterman

Growth Engineer

Matt Loppatto

Senior Software Engineer

Paul Martin

Chief Technology Officer

Kevin Miller

Software Engineer

Cal Moody

Full Stack Engineer

Matthew Morrison

Data Analyst

Liz Murphy

Data Analyst

Blake Pucsek

Engineering Team Lead

Dorian Regester

Growth Engineer

Andrew Stewart

Engineering Team Lead

Brock Stone

Front-End Engineer

Jason Valenzuela

Full Stack Engineer

Diana Winger

Database Engineer

Finance

Don Butler

Controller

Lauren DeMarzo

Director of Finance

Anthony Egan

Senior Accountant

Lisa Rapuano

CFO

Operations & Human Resources

Kaitlyn Cabrera

Recruiter

Ivan Carerro

Investment Ops Specialist

Julia Chrisopoulos

Human Resources Coordinator

Alexandria Davis

Investment Operations Specialist

Allyson Eslinger

Investment Operations Specialist

Grace Falvey

Human Resources Assistant

Emily Grigg

Investment Operations Specialist

Alex Hernandez

Investment Operations Specialist

Tim Herrmann

Director, Trading Operations

Chris Hufman

COO & CCO

Jen Lackmann

Human Resources Manager

Anders Jones

CEO

Harry Kirkpatrick

Chief Revenue Officer

Parker Manson

Investment Operations Specialist

Patrick McKenna

Executive Chairman

Will Miller

Investment Operations Specialist

Rayan Oueini

Investment Operations Analyst

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

Glenn Stroud

Head of Planning Operations

Luke Sugrue

Investment Operations Specialist

Katrina Sullivan-Matt

Investment Operations Specialist

Dionne Thompson

Director, Learning & Development

Product

Adeel Afshar

Product Analyst

John Berardi

Product Manager

Dan Dingus

Head of UX & Design

Marcus Hadley

Head of Product

Kim Johnson

Product Owner

Jason McIlwan

Designer

The Pack

Gambit

Head of Strategic Vision

Moo

Chief Barketing Officer