Firm Leadership
Executive Leadership Team
DAVID LEVINE
Chief Executive Officer
CRISTINA TERRANA
Chief of Staff, Manager of Transitions
MICAH RAYNER
Chief Operations Officer
CASEY COTTON
Chief Technology Officer
GLENN WORMAN
Chief Financial Officer
KARLTON KLEIS
Managing Director,
Capital Markets
CATHY CUCHARALE
Chief Compliance Officer
BOARD OF DIRECTORS
JOSHUA D. ROGERS
Executive Chairman of the Board
Founder, Arete Wealth
DAVID LEVINE
Chief Executive Officer,
Arete Wealth
DAVID HOCK
Board Director
Former FINOP & CEO, Arete Wealth
RICH WATERS
Independent Director
Chairman, Nomination & Compensation Committee
ADDITIONAL LEADERS
JENNIFER NELSON
Senior Vice President,
Finance & Commissions
LAUREN TROUSDALE
Financial Operations
Principal
TODD DOORENBOS
Director, Capital Markets
HEIDI FLANAGAN
Controller
SONIA SABATH
Operations Manager