
Dave Caruso
Managing Director,
Founding Chairman

Jim Horrocks
Managing Director,
CEO

Neil Tremblay
Managing Director,
Institutional

Kate Asack
Executive Director,
Relationship Development

Allison D'Agostino
Manager,
Operations Coordinator

Katie Enista
Relationship Manager

Melissa Gentile
Operations Coordinator

Sean Gibbons
Relationship Manager

Kelly Johnson
Relationship Coordinator

Brittany Jones
Manager, Relationship Coordinator

Kate Kendall
Director,
Operations and Compliance

Holly Knight
Director of Education

Lauren Mondello
Receptionist

Camay Pascucci
Relationship Manager

Rick Petroccione
Director,
Institutional Operations and Compliance

Mark Sullivan
Relationship Coordinator

Doug Wilson
Relationship Manager

Lisa Wolf
Manager,
Relationship Coordinator