Jason M. Perry
Founder, Managing Partner
Alan S. Meckler
Registered Investment Advisor
Michael Gluski
Financial Advisor
Dr. Lou Traina
Senior Philanthropic Director
Maira L. Ramiro
Director of HR
Mark J. Miller
Director of Operations
Kimberly Hager
Senior Client Associate
Richard Barletta
VP of Technology
Andres G. Sanchez
Director of IT
William R. Barker
Advisory Board Representative
Wayne J. Smith
Advisory Board Representative
Michael F. Massello
Advisory Board Representative
Mary Jean Walker
Client Associate
Leonard Witte
Client Associate