Firm Leadership
Executive Leadership Team
DAVID LEVINE
Chief Executive Officer
MICAH RAYNER
Chief Operations Officer
GLENN WORMAN
Chief Financial Officer
KARLTON KLEIS
Managing Director,
Capital Markets
PATTI ALMANZA
Chief Compliance Officer,
Arete Wealth Advisors (RIA)
CATHY CUCHARALE
Chief Compliance Officer,
Arete Wealth Management (BD)
CASEY COTTON
Chief Technology Officer
CRISTINA TERRANA
Chief of Staff, Manager of Transitions
BOARD OF DIRECTORS
JOSHUA D. ROGERS
Founder & Executive Chairman,
Arete Wealth
DAVID HOCK
Former CFO & FINOP,
Arete Wealth
ADDITIONAL LEADERS
JENNIFER NELSON
Vice President,
Licensing & Commissions
LAUREN TROUSDALE
Financial Operations
Principal
LINDA IELEJA GERSTMAN
Associate General Counsel
TODD DOORENBOS
Director, Capital Markets
HEIDI FLANAGAN
Controller
SONIA SABATH
Assistant Manager, Operations