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Chief Executive Officer, President
Head of Finance
Head of Marketing
Chief Compliance Officer
Co-founder, Strategic Partner Relations
Director of Operations
Executive Chair
Chief Operating Officer
Chief Financial Officer
Head of Advisor Advocacy & Technology
Co-founder, Executive Chair
Chief of Staff
Legal Counsel
Executive Assistant
Meet two of the leaders supporting our advisors nationwide. In Morristown, Jennifer Marquardt leverages deep custodian platform knowledge to streamline daily operations. On the West Coast, Shelley Reeves combines a service-first mindset with compliance insight to drive practice efficiency. Together, they provide the localized support and national reach your business deserves.
