A strong executive
management team.

Supporting your growth.

When you work with us, your investment program will be supported by a strong senior management team with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. Each member of the senior team has more than 15 years of experience in their respective area of expertise and each is dedicated to helping your program grow and be successful.

Brian Bichler

Co-Head of Financial Institution Channel

Kevin Mummau

Co-Head of Financial Institution Channel

Tami Cain

New Business Development — Financial Institution Channel

Danielle Goodsell

Head of Human Resources

Travis Grimm

Head of Operations

Amanda Hawley

General Counsel

Bob Holcomb

Chief Marketing Officer

Jason Lewis

Head of Service and Support

Sean Meighan

Head of Advisory Services

John Picone

Head of Investment Solutions

John Reinhardt

Chief Technology Officer