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.

  • Caroline Koeneker
    Caroline Koeneker

    Executive Assistant

  • Zak Komoromi
    Zak Komoromi

    Senior Technology Services Specialist

  • Kevin Kozuszek
    Kevin Kozuszek

    Vice President, Senior Marketing & Communications Manager

  • Jack Kraft
    Jack Kraft

    CFA®, Vice President, Investment Strategist

  • Justin Kutz
    Justin Kutz

    Senior Accountant

  • Greg L’Hommedieu
    Greg L'Hommedieu

    Data Analyst

  • Alex Lam
    Alex Lam

    Vice President, Technology Services Team Lead

  • Kim S. Landry
    Kim Landry

    Senior Vice President and Manager, Advisor Development and Growth

  • Nina Law
    Nina Law

    Vice President & Registered Senior Trade Services Specialist

  • Caleb Law
    Caleb Law

    Credit Operations Specialist

  • Sharon Lesch
    Sharon Lesch

    Advisory Services Specialist

  • Jessica Lightfoot

    Concierge Service Specialist