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

Elle Goetzke

Chief Operating Officer
 

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
 

Andrea Schwartzmiller

Director, Client Services - Public Clients