Meet Our Team

Meet Our Team

Founders

JoAnna Irons

Executive Team

Kevin Simpson

Founder & Chief Executive
Officer

Josh Smith, CFA®

Chief Investment Officer

Kesia Sondrini

Managing Director of Advisor Relationship Management, SVP

Ryan Carney, IACCP®

Director of Operations & Compliance

Louis Albenga, IACCP®

Chief Compliance Officer

Advisory Board

George Raffa

Advisory Board Member

Gary Kaminsky

Advisory Board Member

Jack Fisher

Advisory Board Member

Investment Team

Founder & Chief Executive
Officer

Josh Smith, CFA®

Chief Investment Officer

Ryland Mathews, CFA®

Portfolio Manager

Barry Anderson

Associate Portfolio Manager

Advisor Relationship Management Team

Kesia Sondrini

Managing Director of Advisor Relationship Management, SVP

Yerania Carney

Assistant Vice-President Advisor Relationship Management

Gregg Jones

Midwest Managing Director

Ken Coffman

Gulf Coast Managing Director, SVP

Matt Hamel

Northeast Managing Director

Joe Oxford

Regional Consultant
Southern

Justin Bui

Regional Consultant
Gulf Coast

Jose Cruz

Regional Consultant
West

John Hurle

National Accounts Specialist

Curtis Williamson

Regional Consultant
Midwest

Jaden Dulaney

Regional Consultant
Northeast

Hailey Moskowitz

Marketing Administrator

Manisha Kumar

Advisor Relationship Support

National Accounts

J. Fortuna

Director of National Accounts

John Hurle

National Accounts Specialist

Compliance & Research

Louis Albenga, IACCP®

Chief Compliance Officer

Ryan Carney, IACCP®

Director of Compliance & Operations

Josh Janssen

Market Research Analyst

Client Services | Operations

Ryan Carney, IACCP®

Director of Compliance & Operations

David Whittaker

Client Services Manager

Florencia Cruz

Client Services Associate

Accounting | Human Resources | Facilities

Jodi Phillips

Executive Vice President of Facilities

Nilda Rodriguez

Director of HR & Accounting

JJ Avila

Facilities Manager

Daylin Mena Hernandez

Facilities/Bookkeeping Associate

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