David Altschul
David Altschul Director 415.918.5938 vCard
Steve Anderson
Steve Anderson Director 630.454.6561 vCard
Monica atwell
Monica Atwell Senior Consultant 804.521.6007 vCard
Tim Buckler Associate Director 804.521.6027 vCard
Jeff Call, CEO, Devyze
Jeff Call Independent Consultant, CEO, Devyze 801.380.8907 vCard
Polly Cordle
Polly Cordle Managing Director 804.521.6023 vCard
Cody Davis
Cody Davis Consultant 804.588.5081 vCard
Bill Davis
Bill Davis Director 804.521.6008 vCard
Patrick M. Dennis, Esq. Co-Founder 804.965.5404 vCard
Cathleen DePasquale, CRCP Senior Consultant 412.274.9744 vCard
Jay Donlin Managing Director 804.588.5080 vCard
Andrew Favret, Independent Consultant
Andrew A. Favret, Esq. Independent Consultant 504.258.2010 vCard
Gearhart
Jeffrey Gearhart Director 412.595.5725 vCard
Jena Glownia Family Office Specialist 804.521.6020 vCard
Ann Griffith, Esq. Managing Director 703.972.6397 vCard
Jeff Harpel
Jeff Harpel Director 717.276.7276 vCard
Jeffrey Hiller
Jeffrey Hiller Managing Director 609.438.5668 vCard
Gray Houghton Senior Consultant 804.521.6004 vCard
Karen Houghton Senior Consultant 804.521.6005 vCard
Ralph Magee Jr. Senior Consultant 804.521.6021 vCard
Pete McAteer Managing Director 804.521.6026 vCard
Theresa Muller Director 804.521.6018 vCard
Greg Orgill CTO, Devyze 801.231.1266 vCard
Thomas O'Rourke
Thomas O’Rourke Independent Consultant 441.541.5036 vCard
Dave Osborne
Dave Osborne Director 804.521.6029 vCard
Dean Pelos Director 224.313.6535 vCard
Phillips
Mary Jane Phillips Associate Director 262.583.6515 vCard
Bill Reilly Associate Director 850.388.6360 vCard
Stuart Porterfield Independent Consultant 804.334.7429 vCard
Cindy Rosen Senior Consultant 804.588.5089 vCard
Jim Roth Managing Director 630.454.6560 vCard
evan rosser
Evan Rosser Director 202.845.7985 vCard
Teresa Schafer, Director, Oyster Consulting
Teresa M. Schafer Independent Consultant 646.585.6255 vCard
Joe Sisti Senior Consultant 908.356.6037 vCard
Tom Skibicki Independent Consultant 646.585.6405 vCard
Sarah Sutton Senior Consultant 662.470.1970 vCard
Clark Tucker Director 205.407.1370 vCard
Joe Turner Senior Consultant 804.521.6002 vCard
Wegener
Ed Wegener Managing Director 312.761.5761 vCard
Lance Whittemore Director 804.521.6016 vCard
Jeffrey Wilk Director 908.356.6036 vCard
Mary Catherine Wilck-Pond Associate Director 804.521.6014 vCard

FEATURED CONSULTANT

Ann Griffith, Esq.,Managing Director

Ann brings 30 years of extensive experience in Investment Advisor, Broker-Dealer, Capital Markets, and international regulatory and compliance matters.

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