Directors

Senior Management

Daniel Weiss

President & CEO
Jonathan Abratt

Chief Operating Officer

Vice Presidents

Sherry Tomac, PMP

Vice President
Omar Magana, CAMS

Vice President

Directors

Trish Lagodzinski

Senior Compliance Director
Petra Hrachova, CRCM, CAMS

Compliance Director
Richard Davis

Corporate Services Director
Malessa Arias-Babineaux, CAMS

Compliance Director
Veronika Foster, J.D., CAMS

Compliance Director
Lily Sayers

Compliance Director
Emmanuel Olivas, CAMS

Compliance Director
Hilda Mussi, CAMS

Compliance Director

Senior Advisors

Julio Prada

Senior Advisor
Dennis Lormel

Senior Advisor
Karen Schirmer

Senior Advisor
Benjamin Floyd, CAMS

Senior Advisor
Robert Pasley

Senior Advisor

Our Professionals

KC Gingras

Senior Compliance Professional
Melody Loudin

Compliance Professional
Christa Fazzi

Compliance Professional

Professional Staff

Jamie Steed

Corporate Finance Senior Manager
Kym Rambelle

Project Management Director