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Andy Grillo FMVA

National Sales Director

President AJG Consulting
Syracuse University
30 years Financial Services Management

Bevin Crodian PhD

Chief Operating Officer

Fincastle Consulting LLC
Purdue University
35 years Wealth Management Sales, Management, Operations and System integrations

Mark Kaufman MBA, CFA

Chief Financial Officer

Investment Analysis, Mergers & Acquisitions, and Strategic Planning
NYU Stern School of Business
38 years in Financial Management & Analysis

Neal Scott

Independent Sales Director

Former Director of Recruiting and Advisor Development Euro Pacific Capital
St. John’s University
35 years in Financial Services Management and Sales

Christopher Miller

South-Central Sales Director

CEO CLM Ventura, LLC Wall Street Recruiters
University of Florida
32 years Financial Services Executive

Claudio Pannunzio

Marketing & Communications Director

CEO and Founder of  I-Impact Group
NYU Marketing & Public Relations
25 years Financial Service Marketing and Consulting

John Lohr

Corporate Counsel and Principle Partner

Private Law Practice: Employee Benefits and Securities Consultant
Marshall College of Law
37 years Financial Services ERISA Law and Securities Consultant

Stav Basis

Technology Director

12 years Web Development

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