| Ed Balsmann |
Chief Compliance Officer |
| Robert Davenport |
Manager of IT |
| Albert De La Portilla |
Manager of Graphic Design |
| Mary Kay Cole |
Manager of Human Resources |
| Jill Vacek |
Divisional Controller - Asset Management
|
| Alexandra Harlan |
Divisional Controller - Broker-Dealer
|
| Elizabeth Reneberg |
Accounting Analyst |
| Ina Tjahjono |
Accounting Analyst |
Sonya Lopez
|
Accounts Payable Specialist
|
| Russell Eskew |
IT Technician |
| Nancy McNeil |
IT Assistant |
| Karin Belding |
Paralegal, Compliance |
Ashley Lindenmuth
|
Human Resources and Recruiting Coordinator
|
Kathy Barajas
|
Conference Center Coordinator
|
| Aubrey Lovelace |
Office Assistant |
Brittany Lowry
|
Receptionist |