Meet Our Team

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Meet Our Team

CONTACT

Founders

Kevin Simpson

JoAnna Irons

Executive Team

Kevin Simpson

Founder & Chief Executive
Officer

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Josh Smith, CFA®

Chief Investment Officer

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Kesia Sondrini

Managing Director of Advisor Relationship Management, SVP

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Ryan Carney, IACCP®

Chief Compliance Officer

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Nilda Rodriguez

Director of HR & Accounting

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Advisory Board

George Raffa

Advisory Board Member

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Gary Kaminsky

Advisory Board Member

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Jack Fisher

Advisory Board Member

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Investment Team

Kevin Simpson

Founder & Chief Executive
Officer

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Josh Smith, CFA®

Chief Investment Officer

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Ryland Mathews, CFA®

Portfolio Manager

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Barry Anderson

Analyst/Trader

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Yerania Carney

Analyst/Trader

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Advisor Relationship Management Team

Kesia Sondrini

Managing Director of Advisor Relationship Management, SVP

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Taylor Brown

West Managing Director

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Ken Coffman

Florida Managing Director

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Gregg Jones

Midwest Managing Director

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Regan Wall

South Managing Director

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Justin Bui

Regional Consultant
Florida/South

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Jeff Christian

Regional Consultant
Midwest

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Jose Cruz

Regional Consultant
West

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Alexander DiLorenzo

Regional Consultant
Florida

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Jaden Dulaney

Regional Consultant
Northeast

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BJ Mohan

Regional Consultant
Northeast

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Joe Oxford

Regional Consultant
South

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John Hurle

National Accounts Specialist

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Hailey Moskowitz

Marketing Administrator

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JJ Avila

Sales and Marketing Support

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National Accounts

J. Fortuna

Director of National Accounts

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John Hurle

National Accounts Specialist

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Compliance | Client Services | Operations

Ryan Carney, IACCP®

Chief Compliance Officer

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Florencia Cruz

Client Services Associate

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David Whittaker

Client Services Manager

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Liam Stout

Investment Operations Associate

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Accounting | Human Resources | Facilities

Nilda Rodriguez

Director of HR & Accounting

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Daylin Mena Hernandez

Facilities/Bookkeeping Associate

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Janece Cruz

Accounting & HR Associate

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