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Raphael Lewis
Head of Specialist Research
BNY Investments Newton
Financial Independent Sponsor Advisory Solutions
Drew Brantley
Managing Director
Frisch Capital Partners
Small-capital Fund Management Firms
Investment Advisory Services
Active Etf And Investment Management Solutions
Darrell Van Amen, Executive Vice President & Chief Investment Officer
HomeStreet Bank
Sergio Magalhaes, IT Director, Millennium bcp
Mark Jrolf, Co-Founder and Managing Senior Partner, Nickie Norris, Co-Founder, Senior Partner, COO, CCO, Charles K Gifford Jr., Co-Founder and Senior Partner
New Heritage Capital
George Syrmalis, Founder & CEO
Deborah Smith, Co-Founder & CEO
Todd M. DeMatteo, Senior Executive Director
Brian Glass, Managing Partner; David Bowman, Managing Partner
Charles P Reinhold, President and CCO, CPR Investments
John Stewart, Founding and Managing Partner, MiddleGround Capital
Daniel Schutte, MBA, Founder, Schutte Financial
Carolyn Larocco, CFP, CIMA, President, CEO / Senior Consultant, LCP Institutional
Joseph Trifiletti, President, Heidi Distante, Chief Executive Officer, Vanderbilt Financial Group
Kunal Thakur, Managing Partner
Christine Jones, Co-Founder and Managing Partner, Blue Highway Capital
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