Rob Michel
President & CIO
Investment leadership, with background in investment banking and education in economics and business.
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The people behind the work.
Investment leadership, operations, compliance and technology. Different experience, with a shared responsibility to our clients.
Carol Ann Fernandez
Chief Operating Officer
Firm operations and the retirement-plan practice, with background in wealth management and capital markets.
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Pat O’Boyle
Chief Compliance Officer
Compliance and regulatory oversight, with background in military service and financial services.
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Ryan Ostrom
VP of Engineering
Technology and product leadership, with background in financial software and operations.
Read biographyAuthorship and review belong to a specific piece of work. This directory does not imply that everyone listed has written or reviewed an article. Refer to the byline and review information on the article itself.