Operating Committee

The Operating Committee helps design and implement day-to-day policy and strategy for the organization.

Jared Hoffman

Jared Hoffman

Director of BAM

David Levin

David Levin

Chief Operating Officer

Dan Anderson

Dan Anderson

Chief Financial Officer

John Spyers

John Spyers

Director of Operations

Salvatore Papa

Salvatore Papa

General Counsel and Chief Compliance Officer

Wendy Hartman

Wendy Hartman

Wealth Advisor

Shannon O’Toole

Shannon O'Toole

Chief Talent Officer

Kevin Grogan, CFA, CFP<sup>®</sup>

Kevin Grogan

Director of Investment Strategy

Jim Myers

Jim Myers

Advisory Team Director

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

Rob Ziliak, CFP<sup>®</sup>

Rob Ziliak

Advisory Team Director

See more of our team

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