Profiles
Our People (aka - our secret sauce) are at the heart of our business. Clients choose us not because of our shiny website or a snazzy marketing campaign, but out of trust.
Adrienne Thorson
Chairwoman & CEO
Elle Goetzke
Chief Operating Officer
Shaunda Clark
CFO
John Major
Vice President
Gov't & Institutional Funds
Matthew P. King
Director, Business Development
Ralph DeNisco
Director, Business Development
James Zussman
Senior Vice President
Financial Institutions Sales
Kyle Tamblingson
Director, Business Development
Cole Tecza
Director, Financial Institution
Jessie Bader
Director, Client Services
