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Principals/Advisors

JMG_180C_275x275_William_Alexander

Advisor
Will Alexander

Eric Berkowitz headshot

Advisor
Eric Berkowitz

John_Bollweg_275x275

Advisor
John Bollweg

Oscar Cantu headshot

Principal/Chief Client Sols Officer
Oscar Cantu

Meggan Carroll headshot

Advisor
Meggan Carroll

Andrea_Ellis_275x275

Advisor
Andrea Ellis

Anthony Cecchini

Principal/CEO
Anthony Cecchini

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Advisor
Chloe Fakhouri

William Dever

Principal
William Dever

Eric Faust

Principal
Erik Faust


Jeff Dohner

Principal/CCO
Jeff Dohner

Jaclyn Garcia headshot

Principal
Jaclyn Garcia


William German

Principal
Bill German

Yonhee Gordon

Principal/COO/CMO
Yonhee Gordon


Matthew Grubb

Principal
Matthew Grubb

Hackbarth_Kirk_1_275x275

Advisor
Kirk Hackbarth

Dan Jurgovan

Principal/CTO
Dan Jurgovan

Persons Name Joined XXXX

Chief Talent Officer
Kate Kammes

John Karavouzis headsot

Advisor
John Karavouzis

TitleTitle<br />Persons Name<br />Joined 2014

Advisor
Josh Kowalczyk

Tony Kozaili headshot

Principal
Tony Kozaili

Justin Leach

Principal
Justin Lesch

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Principal
Brett Ludwig

David Morgan

Principal
David Morgan

Aaron Niec headshot

Principal
Aaron Niec

Jason O'Hallen

Principal/President
Jason O’Hallen

Rich Pawelko

Sr. Research Analyst
Richard Pawelko

Morgan Pearsall

Principal
Morgan Pearsall

Michelle Rozsypal

Principal
Michelle Rozsypal

Kevin Ryan Advisor headshot

Advisor
Kevin Ryan

Nick Smith headshot

Advisor
Nick Smith

Matt_Sorenson_275x275_new

Advisor
Matt Sorenson

Tim Stringer headshot

Principal
Tim Stringer

Bridget_Trainor_275x275

Advisor
Bridget Trainor

Brian Van Buren

Principal/Director FAS
Brian VanBuren

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Advisor
Marcus Velasco

William Waight

Principal/CIO
William Waight

Melissa Walsh

Principal/Director of Tax
Melissa Walsh

John White headshot

Advisor
John White