Steve Keglevic
Bio Coming Soon
Lucas Manuel
Lucas Manuel is a dedicated and detail-oriented individual with a strong background in finance and a passion for the investment management industry. He plays a crucial role in supporting the day-to-day operations of our investment management team. He supports the firm in staying updated with relevant regulations and assists in implementing necessary changes to operational […]
Cathy Sayers
Cathy is an experienced financial professional with a proven 10-year track record of success in operations management. She excels at supporting cross-functional teams, driving increased productivity, and enhancing both advisor and end-client satisfaction. Outside of work, Cathy cherishes time spent with family and friends and her three French Bulldogs: Tucker, Jovie, and Shmulu. She also […]
Don Williams
Don Williams joined the company in 2004 and oversees the Back and Middle office departments of the firm. Don worked for Montauk Financial Group prior to joining us. Don earned a Bachelors degree in Economics from Rutgers College, Rutgers University. He enjoys all outdoor activities, especially golfing and mountain biking.
Leslie Bolanos
Leslie oversees key areas including technology integration, and organizational efficiency, driving innovation to support the firm’s growth. Known for her strategic acumen and leadership, Leslie fosters a collaborative culture that prioritizes excellence and accountability. Leslie holds a B.S. in Finance from Illinois State University.