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Client and Corporate Services
Geoff is a Principal on the Partner Development team. He has over eight years of experience in the financial services industry.
Geoff began his career at EY in their asset and wealth management practice, before accepting a consulting position with RSM. Most recently, he was an Associate at KeyBanc Capital Markets and Raymond James where he focused on asset and wealth management and technology.
Amy Banker, AIF®
Principal & Head of Digital Marketing
Marie Del Bove
Ciara C. Colón
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Michael Erskine, CFA
Zoe Kreca, CFP®
Tap N. Le
Danni Lee, PHR®
Principal & Director of Technology
Doug McClean, CISM®
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Andrea Castillo Pena
Andrew N. Riehl, CFA
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Ari Stanger, CPA
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