Jack Freker

Chief Executive Officer

Amy Podrasky

Chief Operating Officer

Steve Coco

Chief Solutions Officer

Mike Hardy

Chief Financial Officer

Inderjit Jhajj

Chief Information Officer

Rod Bernstein

General Counsel

Dean Aloise

Managing Director, U.S.

U.S. leadership team

David Piltz

Managing Director, U.K.

U.K. leadership team

Greg Fayarchuk

Managing Director, Canada

Canada leadership team

Ravi Mehta

Head of Strategy and M&A

Greg Fayarchuk

Managing Director, Canada

Anne-Marie Hinger

Outsourcing and
Operations Leader

Karen DeBortoli

Knowledge Resource Center
and Compliance Leader

Tom Mudrinic

Wealth Consulting Leader