Firm Leadership

Rick Buoncore

Managing Partner

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Lesa Evans

Chief Human Resources Officer

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Karen Fedchock, MBA

Chief Marketing Officer

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Mark Happe, ESQ.

Chief Compliance Officer

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Jim Kacic

President, Enterprise Shared Services

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Albie MacDonald, CFP®

President, Advisory Referral Group

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Joan Malloy, CPA, CFP®, CFA

Group Head National Family Office & Regional President

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Joe McLean

Chief Growth & Innovation Officer and Co-President Sports & Entertainment

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Kurt Nye, CFA®

Group Head of Alternative Investments, Managing Director

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Brett Pitstick

Chief Information Officer

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Andrew Powers

Wealth Management Technology Business Leader

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Donna Schuette

Sr. Operations & Transformation Leader

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Janet Selar

Integration Team Leader, Managing Director

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Shirley Titchenell, IACCP®

Chief Operating Officer

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Steve Trax, CPA, CFP®

Co-President Sports & Entertainment

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John Tyrrell

President, Wealth Management

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John Zaller, CFA

Chief Investment Officer

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