Executive Leadership
With years of experience and a range of knowledge and expertise, across the industry landscape, both our leadership team and Board of Directors bring innovation, dedication, and perspective to challenge and strengthen the organization.
Steve Meehan
Director
Carlo Pannella
Chief Financial Officer
Julianna Varpalotai-Xavier
Chief Compliance Officer and
Chief Operations Officer
Craig Ellis
Vice President and Portfolio Manager
Susan Schulze
Vice President, Business Practice
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