
Sharon Scarpa
Director Of Business Development

Ryan Lam
Financial Strategist

Stephen Zhou
Financial Strategist

Jenny Napoli
Director of Client Services

Sara Mantz
Senior Marketing Associate

Tracy Wright
Business Development Manager

Carly Jannone
Senior Associate, Client Services

Felicia House
Client Services Associate

Nancy Cauthen
Client Services Associate

Tyler Jordan
Client Services Associate

Beth Oliveira
Client Services Associate

Thomas Petrocelli
Senior Financial Analyst

Daulton Moro
Senior Financial Analyst

Fady Smouni
Senior Financial Quant Associate

Francesco Forner
Financial Quant Associate

Joe Ramonas
VP, Business Development