Leadership

 
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Tom Watts

 

Chairman, Chief Investment Officer

Vimal Verma

Chief Executive Officer


Wealth Advisors

 
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David F. Wilson

 

Senior Wealth Advisor

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Ty Buckelew

Wealth Advisor

 
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Amber Creighton

Wealth Advisor

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Leo Mutchler

 

Wealth Advisor

 
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Nicolas Pinto

Wealth Advisor

 

Proprietary Portfolio Managers

 
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John T. Preston

Principal, Portfolio Manager

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Bruce P. DeLaurentis

 

Portfolio Manager, Principal & Founder of Kensington Analytics


Infrastructure & Administration

 
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Doris Avent

Relationship Manager

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Kamal Verma

Chief Financial Officer

 
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Meredith Verona

Accounting

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Grace M. Brescia

Chief Compliance Officer

 
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Ahmed Elfayoumi

 

Director, Information Technology