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 Operations

Louis Albenga

Chief
Compliance
Officer

Kesia Sondrini

Director of Advisor Relationship Management, SVP

Advisory Board

George Raffa

Advisory
Board
Member

Gary Kaminsky

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

Director of Advisor Relationship Management, SVP

Yerania Carney

Assistant Vice President Advisor Relationship Management

Joe Oxford

Product Specialist – Southern Region

Justin Bui

Product Specialist | Gulfcoast

Jose Cruz

Product Specialist | West

Gregg Jones

Product Specialist | Midwest

Kent Elwell

Managing Director | Northeast

Ken Coffman

Managing Director | Gulfcoast

Curtis Williamson

Product
Specialist

Adam Aronson

Associate Product
Specialist

Compliance/Research Analyst

Louis Albenga

Chief Compliance
Officer

Ryan Carney

Assistant Director of Compliance & Analytics

George Fernandez

Market Research
Analyst

Client Services | Operations | Marketing

Jodi Phillips

Executive Vice President of Operations

Samantha Thomas

Director of Operations & Finance

Nilda Rodriguez

Director of Operations & Client Services

Florencia Garberi

Operations Coordinator

Shelley
Henry

Marketing Manager

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