July 20, 2016

Team

Castle, Heather   —   Director – Wealth Management

Dooley, CPA, Brad   —   CFO / FinOP

Geller, Esq. Michelle   —   Managing Director / General Counsel
Heely, Jeff   —   Managing Director
Lavender-Mayes, Stacey   —   EVP, Operations

Meislik, Adam   —   Managing Director
Roffi, Umberto   —   Controller

Tandon, Esq., Vivek   —   Managing Director, India and Middle Eastern Markets / EB5 Private Client Group
Tosbath, Hrant   —   Senior Managing Director
Walters, David   —   Chief Executive Officer