People & Culture

Executive and Management

philPHILLIP TOEWS
CEO
randyRANDY SCHROEDER
COO
jenniferJENNIFER RODRIGUEZ
CCO
ebenEBEN BURR
Director of Sales and Marketing

Investment Management

philPHILLIP TOEWS
Portfolio manager
Investment Committee Member
randyRANDY SCHROEDER
Portfolio manager
Investment Committee Member
jasonJASON GRAFFIUS
Head of Research, Portfolio Manager
Investment Committee Member
charlesCHARLES COLLINS
Head of Trading, Options & Derivatives Specialist
Investment Committee Member
landonLANDON GOULD
Analyst

Sales and Marketing

East

ebenEBEN BURR
Director of Sales and Marketing
philPHIL REWILAK
Internal Marketing Consultant
kevinKEVIN KENNY
Regional Vice President

West

ryanRYAN CONNOLLY
Regional Vice President
ryanPAUL SAMMONS
Internal Marketing Consultant

Central

danDAN KULLMAN
Regional Vice President and Behavioral Economics Architect

National

katieKATIE MASTERS
Vice President of Strategic Development
gregGREG BRUNCK
Internal Marketing Consultant

Administration

sandySANDY ALKINS
Senior Account Administrator
cristinaCRISTINA SHARP
Senior Portfolio Administrator
hannahHANNAH YARGER
Compliance Program Manager
jonathanJONATHAN YARGER
Organizational Development Manager
emmanuelEMMANUEL SILVESTRE
Compliance Analyst

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