Our Professionals

Senior Management

  • Daniel Weiss President & CEO
  • Jonathan Abratt Chief Operating Officer

Vice Presidents

  • Karen Schirmer Vice President
  • Sherry Tomac, PMP Vice President


  • Trish Lagodzinski Compliance Director
  • Omar Magana, CAMS Compliance Director
  • Petra Hrachova, CRCM, CAMS Compliance Director
  • Richard Davis Corporate Services Director

Our Professionals

  • KC Gingras Compliance Professional
  • Lily Sayers Compliance Professional
  • Dennis Lormel Senior Advisor
  • Robert Pasley Senior Advisor

Professional Staff

  • Grainne Sen, SHRM-SCP Human Resources Manager
  • Jamie Steed Corporate Finance Manager
  • Kym Rambelle Project Management Director
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