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Business Development & Marketing
Haley Adam
Marketing Coordinator
Andy Barton
Head of Sales
Meredith McManus
Director of Lifecycle Marketing
David Sattler
Content Specialist
Engineering & Data
Jen Airoldi
Director of Analytics
Benjamin Anderson
Data Analyst
Christina Arick
Sales Enablement Analyst
Wallace Brown
Software Engineer
Cal Moody
Full Stack Engineer
Matthew Morrison
Data Analyst
Liz Murphy
Data Analyst
Blake Pucsek
Engineering Team Lead
Dorian Regester
Growth Engineer
Abdullah Sikandar
Salesforce Administrator
Andrew Stewart
Engineering Team Lead
Brock Stone
Front-End Engineer
Finance
Operations & Human Resources
Kaitlyn Cabrera
Recruiter
Ivan Carerro
Investment Ops Specialist
Julia Chrisopoulos
Human Resources Coordinator
Alexandria Davis
Investment Operations Specialist
Grace Falvey
Human Resources Assistant
Emily Grigg
Investment Operations Specialist
Alex Hernandez
Investment Operations Specialist
Tim Herrmann
Director, Trading Operations
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-Mat
Investment Operations Specialist
Product
Adeel Afshar
Product Analyst
John Berardi
Product Manager
Dan Dingus
Head of UX & Design
Marcus Hadley
Head of Product
The Pack
Gambit
Head of Strategic Vision
