Harry Pearson
CEO | Co-Founder
Rob Grubb
COO | Co-Founder
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Cole Pearson
VP, Investment Solutions
John Siverling
Director of Private Markets & Impact Advocacy
Nathan Willis
Director of Portfolio Strategy
Tom Mueth
Senior Portfolio Strategist
Will Sorrell
Investment Solutions Manager
Rob Riley
Investment Analyst
Conner Hodges
Advisor Service Associate
Wade Johnson
Director, Transition and Operations
Jamie Labello
Operations Manager
Jonathan Bennett
Senior Accountant
Benjamin Viola
Staff Accountant
Savannah Stewart
Marketing Associate
Anne-Thomas Proctor
Ross Thompson
Operations Associate
Julianne Sparkman
Executive Assistant
