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.

Valorie Seyfert

President and Co-founder

Erik Canedy

Managing Director | Head of Compliance – Financial Institution Channel

Kevin Mummau

Managing Director | Chief Relationship Officer

Ted Horwith

Managing Director | Chief Financial Officer

Tami Cain

Executive Director | Business Development

Jim Campone

Executive Director | Program Development

Rick Dahl

Executive Director | Supervision
Jason Lewis

Jason Lewis

Executive Director | Operations

Tony Bonafede

Executive Director | Compliance

Carrie Foote

Vice President | Advisory Consulting

Suzann Lococo

Executive Director | Product Management

Sandy Pappalardo

Vice President | Advisory Platform Initiatives