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Individuals
United States
General contact
Daniel Noonan
Executive Vice President, Global Head of Distribution
Email
212 478 4410
Bradley Ispass
Senior Vice President, Head of Enterprise Wealth
212 478 4407
Jim Shields, CIMA®
Senior Vice President, Head of U.S. Advisory Sales
937 572 2601
Paul Bernardi
Senior Vice President, Head of U.S. Wealth Sales
212 849 1029
Ed Valente, CAIA®
Vice President, Internal Sales Manager
212 796 9382
Enterprise Group
Adam Kennedy
Senior Vice President, RIA Enterprise Group
212 244 9193
Ron Pucillo
267 822 2618
Mike Roma
Director
212 478 4460
Chris Sego
212 446 9193
Mitchell Gilbert
Associate Director
212 796 9365
ETF Sales
Alex Berg
Senior Vice President, Head of ETF Sales
929 783 1894
Private Wealth
John Moore
Senior Vice President, Head of Private Wealth
212 446 9119
John Burke
212 822 1603
Evan Stolfa
212 478 4468
Distribution
Amanda Ikuss
Senior Vice President, COO of Global Distribution
212 478 4400
Jason Zevallos
Vice President, Wealth Distribution Sales Strategist
212 478 4454
FL, PR
Mick Schell
Senior Vice President, External Consultant
904 687 3854
Kyle Houser
Internal Consultant
212 822 1605
IN, N.KY, MI, OH
Brian Carlisle
614 598 6773
Cole Fabio
212 857 6294
OK, TX
Eric Alstrin
817 233 3977
Chloe Rogers
212 796 9385
AR, KS, KY, MO, IA
Christopher Nelson
515 249 8554
Alec Sherman
212 822 1642
LI, NYC, Westchester
Andrew Hourigan
Vice President, External Consultant
732 600 7582
DC, MD, VA, WV
CJ Maschi
856 275 5565
Chris Berry
AZ, CO, MT, NE, NM, UT, WY
Mike Loftus
303 204 8226
Joe Reitano
212 796 9357
DE, Eastern PA, NJ
Damien Porras
908 910 0758
Allan Houston III
New York City
Brendan Walters
954 261 1541
Miles Finnegan
212 822 1643
IL, WI
Andrew Humble
773 251 9465
James Ficano
212 796 9338
CT, Upstate NY, Western PA
Chris Boland
203 873 8488
N.CA, NV
Celeste Azzi
646 530 9564
MA, ME, NH, RI, VT
Megan Voetsch
212 857 6274
AK, HI, ID, OR, WA
Chad Borden
206 696 2703
AL, LA, MS, TN, TX(4)
Dan Tyshovnytsky
713 906 9531
212 822 1678
GA, NC, SC
Tyler DuBay
913 553 8800
S.CA
Dan Hemberger
714 270 8843
MN, ND, SD
Steve Tix
952 412 0390
Charlie Wenzel
Senior Vice President, Head of Retirement, Wealth Management
302 521 0878
Steven Reilly
Vice President, Internal Retirement Specialist
212 478 4409
CT, MA, ME, NH, NJ, NY, PA, RI, VT
Eric Kristenson
Vice President
774 307 0501
AL, AR, DC, DE, FL, GA, IA, IN, KS, KY, MD, MO, MI, MS, NC, OH, PR, SC, TN, VA, WV
Chris Gasta
Senior Vice President
404 307 6048
AK, AZ, CA, CO, HI, ID, IL, LA, MT, MN, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, WI, WY
Jessen Fahey
214 417 1179
Kristen Choi
Senior Vice President, Head of Global Strategic Accounts
212 822 1671
Caroline Blum
Associate
212 796 9356
Alex Deluccia
212 478 4455
Lauren Noble
212 857 6267
Independent Platforms
Dan Hafford
Senior Vice President, Head of Independent Platforms
212 822 1610
Annie Markstein
212 857 6275
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