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Our Team
Meet the hardworking team members who are here to support you and your people
Nicholas Gialamas
Chairman of the Board
Brian Jessen
President and CEO
John Patrinos
Chief Financial Officer
Mallory Grove
Director and Chief Compliance Officer
Scott Danes
Senior Vice President
Travis Johnson
Vice President & Director of AI Enablement
Katie Bennett
Client Advisor
Maddie Baxa
Client Advisor
Harry Hughes
Client Advisor
Kyle Gardner
Investment Analyst
Margaret Clegg
Director of Marketing
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