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We look forward to working with you.

Our strategies address a wide range of investor goals. Whether you are looking for a complete outsourced solution or wish to combine us with an existing manager, any number of our solutions may be an ideal fit for your portfolios.

Let’s connect you with your local representative for an initial consultation.

National Sales

Jason Buck

Managing Director, Sales
(615) 504-1909
[email protected]

Mike Bluth

Director, National Sales
(713) 724-1743
[email protected]

Ted Ghazal

Director, Internal Sales
(615) 692-2959
[email protected]

National Accounts Team

Colin Barber

Managing Director, Strategic Partnerships
(310) 596-9781
[email protected]

Tiana Brenneise

Director, National Accounts
(310) 596-0920
[email protected]

Jerrod DeShaw

Director, National Accounts
(310) 596-9770
[email protected]

Florida (FL)

Gabe Bernardi

Regional Associate
(813) 522-8230
[email protected]

Bill Edmunds

Regional Director
(813) 480-7208
[email protected]

Great Lakes (Northern IL, MN, WI)

Jimmy Barron

Regional Associate
(312) 471-9511
[email protected]

Burke Sennott

Regional Director
(773) 805-7303
[email protected]

Great Plains (AR, IA, KS, MO, NE, OK)

Will Farr

Senior Regional Associate
(816) 551-2820
[email protected]

Matt Wells

Regional Director
(816) 599-1196
[email protected]

Michigan & Heartland (MI, ND, OH, SD)

Sophia Avery

Regional Associate
(947) 225-4343
[email protected]

Jeff Johnson

Regional Director
(248) 824-4782
[email protected]

Mid-Atlantic (DE, MD, NJ, PA, WV)

Marc DiFilippo

Regional Director
(215) 360-8440
[email protected]

Brittany Hiett

Regional Associate
(267) 662-2727
[email protected]

Midwest (Southern IL, IN, KY)

Ethan Spross

Regional Director
(214) 225-1923
[email protected]

New England (MA, ME, NH, RI, VT)

Carter Hayes

Regional Director
(617) 762-8334
[email protected]

Northeast (CT, NY)

Ben Karoglan

Regional Associate
(929) 512-4950
[email protected]

Hammid Firoozeh

Regional Director
(917) 456-6508
[email protected]

Northern California & Northwest (AK, No. CA, ID, OR, WA)

Keith Balsome

Regional Associate
(949) 832-1380
[email protected]

Michael Jones

Regional Director
(510) 410-6259
[email protected]

Rocky Mountains (AZ, CO, MT, NM, NV, UT, WY)

Tomas Giardino

Regional Director
(602) 702-0853
[email protected]

Sean Pham

Senior Regional Associate
(310) 392-7268
[email protected]

South (AL, GA, MS, SC, TN)

Jonathan Raines

Regional Associate
(615) 619-4807
[email protected]

Michael Cramer

Regional Director
(470) 774-6122
[email protected]

South Atlantic (DC, NC, VA)

Keaton Glover

Regional Director
(980) 405-4045
[email protected]

South Central (LA, TX)

Brian Duffy

Regional Director
(713) 725-1070
[email protected]

Will Farr

Senior Regional Associate
(816) 551-2820
[email protected]

Southern California & Hawaii (So. CA, HI)

Keith Balsome

Regional Associate
(949) 832-1380
[email protected]

Austin Vizcaino

Regional Director
(310) 596-0349
[email protected]