People & expertise

The people behind the work.

Investment leadership, operations, compliance and technology. Different experience, with a shared responsibility to our clients.

Rob Michel

President & CIO

Investment leadership, with background in investment banking and education in economics and business.

Chief Operating Officer

Firm operations and the retirement-plan practice, with background in wealth management and capital markets.

Chief Compliance Officer

Compliance and regulatory oversight, with background in military service and financial services.

VP of Engineering

Technology and product leadership, with background in financial software and operations.