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, IACCP®

Chief
Compliance
Officer

Kesia Sondrini

Managing Director of Advisor Relationship Management, SVP

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

Southern Product Specialist

Justin Bui

Gulf Coast Product Specialist

Jose Cruz

West Product Specialist

Gregg Jones

Midwest Product Specialist

John Hurle

Lead Product Specialist

Curtis Williamson

Product
Specialist

Adam Aronson

Associate Product
Specialist

Compliance/Research Analyst

Louis Albenga, IACCP®

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

Nilda Rodriguez

Director of Operations & Client Services

Shelley
Henry

Marketing Manager

Florencia Garberi

Operations Coordinator

David Whittaker

Operations & Client Services Associate

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