Jonathan Courtney

Impact Director

Zoë Gumm           

Operations Director

Erin Morrissey

Director of Advisory

Paul Ziesche

Executive Vice President

Mica Carroll

Impact Programs Operations Coordinator

Danny Folds

Impact & Private Wealth Certification

Kristen Dimitriades

Executive Assistant

Lorry Symington

Impact Advisor

Our board

Mehul Bhagat

Board Member

Mehul Bhagat

Board Member
‍

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Meghan O'Brien Lowery

Board Member

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Hedda Pahlson-Moller

Board Member
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