Chicago, Illinois (headquarters)

Josh Rogers
Chief Executive Officer
Email Josh
Joseph Cook
Chief Strategy Officer
Email Joe

David Hock

Chief Operating Officer & Financial Operations Principal
Email David
 


Bob Chung

Chief Compliance Officer & General Counsel
Email Bob

 

Linda Ieleja Gerstman
Associate General Counsel
Email Linda

 

Julie Hanes
Director of Operations
Email Julie

 

Jack Burk
Partner, Wealth Advisor
Email Jack

 

Daniel Brown
Wealth Advisor
Email Daniel


Michael Brody

Wealth Advisor
Email Michael
 

John Ferrick
Wealth Advisor
Email John

 

Eli Spiro
Investment Banker
Email Eli

 

Andrew Abrams
Investment Banker
E-mail Andrew

 

Wolfgang Suess
Wealth Advisor
E-mail Wolfgang

 

Brooke Buckley
Wholesaler
E-mail Brooke

 

Cheryl Ling
Wholesaler
E-mail Cheryl

 

Shep Haw
Wholesaler
E-mail Shep


Jon Bartholomew

Wholesaler
E-mail Jon
 

John Goodman
Wholesaler
E-mail John

 

Woody Soemantoro
Wholesaler
Email Woody

 

Zach Avi
Wholesaler
Email Zach

 

Paul Gelles
Wholesaler
Email Paul

 

Mike Knapp
Wholesaler
Email Michael

Jason Knapp
Wholesaler
Email Jason