Operating Committee

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

Jared Hoffman

Jared Hoffman

Managing Director, Advisor Services

David Levin

David Levin

Chief Operating Officer

Dan Anderson

Dan Anderson

Chief Financial Officer

John Spyers

John Spyers

Managing Director, Operations & Technology

Salvatore Papa

Salvatore Papa

General Counsel and Chief Compliance Officer

Wendy Hartman

Wendy Hartman

Managing Director, Buckingham

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

Managing Director, Buckingham

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

Rob Ziliak, CFP<sup>®</sup>

Rob Ziliak

Chief Experience Officer

See more of our team

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