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OUR TEAM

A Powerful Partnership

The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.

Michael Girasole
Managing Director, Market Leader
Gregory Sullivan
Senior Vice President, Advisor Development
Daniel Oh
Senior Vice President, Market Leader
Lilla Accolla
VP, Corporate Executive Benefits
Christopher Bene
Vice President, Regional Administrative Manager
Deena Byrne
Assistant Vice President, Human Resources
Mark Dundon
Senior Vice President, Asset Management
Debhinn Hart-Picariello
Vice President, Client Service Manager
Kerri Hauck
Vice President, Sales Operations & Analytics
Brian Holly
Vice President, Strategic Solutions | Head of Data Strategy
Brian Hunt
Vice President, Controller
Greg May
Vice President, Client Services
Mario Milton
Vice President, Finance & Operations
Georgia Monson
Vice President, Practice Management
Susan Owens
Senior Vice President, Financial Planning
Sergio Prattico
Vice President, Help Desk Manager
Cindy Riano
Vice President, Regional Administrative Manager
Heather Schieferstein
Vice President, Operations & Change Readiness
Cara Sharpe
Vice President, Account Management | Corporate Executive Benefits
Sam Toskin
Senior Vice President, Broker Dealer Operations & Solutions
Isabel Velasquez
Senior Vice President, Operations, Advanced Planning & New Business
Gabrielle Vigil
Vice President, Sales Strategy & Operations
Christopher Bertinelli
Senior Vice President, Asset Management
Mark Dundon
Senior Vice President, Asset Management
Jason Krupa MBA
Vice President, Asset Management
Carter Moebius
Vice President, Asset Management
Milton G. (Bo) White IV
Vice President, Asset Management