A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Matt Ratterree

    Senior Trading Services Specialist

  • John Reidy

    Compliance Associate, Surveillance

  • Michelle Reilly

    Associate Vice President – Senior Accounting Specialist

  • Cheryl Renth
    Cheryl Renth

    Senior Credit Operations Specialist

  • Noah Riebeling
    Noah Riebeling

    Associate Vice President, Real Estate Manager

  • Joe Riley
    Joe Riley

    Vice President and Manager, Advisor Directed Portfolios

  • Keith Robben
    Keith Robben

    Senior Vice President, Manager, New Advisor Development

  • Chris Robert
    Chris Robert

    Accounting Specialist

  • Jennifer Rolf

    Vice President, Manager, Financial Strategies Communication

  • Michael Ross
    Michael Ross

    Associate Vice President, Operations Risk Manager

  • Doug Rubenstein
    Doug Rubenstein

    Executive Vice President – Senior Advisor to the Chairman

  • Michael Rubenstein
    Michael Rubenstein

    Senior Technology Services Specialist