Meet Our Team

Meet Our Team

Founders

JoAnna Irons

Executive Team

Founder & Chief Investment
Officer

Josh L. Smith, CFA®

Lead Portfolio
Manager​

Jodi Phillips

Executive Vice President of HR, Accounting & Facilities

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 Investment
Officer

Josh L. Smith, CFA®

Lead Portfolio
Manager​

Ryland Mathews, CFA®

Associate 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

Kent Elwell, CRPC®

Northeast Managing Director, SVP

Ken Coffman

Gulf Coast Managing Director, SVP

Joe Oxford

Regional Consultant - Southern

Justin Bui

Regional Consultant - Gulf Coast

Jose Cruz

Regional Consultant - West

Gregg Jones

Team Lead/Regional Consultant - Midwest

John Hurle

Lead Product Specialist

Curtis Williamson

Regional Consultant - Midwest

Adam Aronson

Regional Consultant - Northeast

Compliance & Research

Louis Albenga, IACCP®

Chief Compliance
Officer

Ryan Carney, IACCP®

Director of Compliance & Operations

Client Services | Operations

Ryan Carney, IACCP®

Director of Compliance & Operations

David Whittaker

Client Services Manager

Florencia Garberi

Client Services Associate

Accounting | Human Resources | Facilities

Jodi Phillips

Executive Vice President of HR, Accounting & Facilities

Nilda Rodriguez

Director of Accounting & Facilities

JJ Avila

Facilities Manager

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