Mark Lamoriello, AIF®
President
Andrew S. Zito, AIF®, CPFA®
Senior Vice President, Retirement Plan Consulting Division
Edward Lopusznick
Vice President, Client Acquisition
Christina Shaffer, CFA®
Vice President, Portfolio Management
Jeff Roberts, AIF®, CPFA®
Retirement Plan Consultant
Andrew Roberts
Analyst, Portfolio Management
Mayling Diaz
Director, Retirement Plan Consulting Division
Isabella Barquero
Associate, Retirement Plan Consulting Division
Hawa Boima
Associate, Retirement Plan Consulting Division
Hayden Clem
Wealth Advisor
Omar Guevara
Associate, Participant Education