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John G. Adams

Chief Advisory Officer

Michael Carey

Corporate Counsel

Jonathan Penaloza

VP, Marketing & Sales

John Gerken

Registered Principal

Sheri Lejman

Treasurer | Chief Financial Officer | FINOP (27) | EMC

Scott Rivera

Chief Investment Officer

Paul King

General Counsel & EVP

Adam Simon

Vice President, East Coast Operations

Steven Lazette

VP of Trading & Operations

Ryan Lundquist

Financial Advisor

Christopher Bezich

Financial Advisor