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Rock stars. Thought leaders. Nerds. Therapists with spreadsheets.
We are the leading consulting and investment banking firm for the RIA industry, founded in 2011 by David DeVoe to advance the advisory community.
David DeVoe
Founder and CEO
Gordon Ross
President
Brad Grubb
Managing Director
Doug Johnson
Managing Director
Adam Levy
Managing Director
Aryeh Malitzky
Managing Director
Francine Miltenberger
Managing Director
Hoyt Stastney
Managing Director and General Counsel
Tom Valverde
Managing Director
Jennifer Sransky
Head of Marketing
John Mittnacht
Special Advisor
Ed Moore
Special Advisor
Peggy Ruhlin
Special Advisor
Matt Tancredi
Director
Jamie Licosati
Senior Associate
Travis Knapp
Associate
Jack O’Flaherty
Analyst
Alex Truncale
Director of Partnerships and Programs
Sara Prouse
Senior Marketing Manager
Natalie Wheeler
Marketing Manager
Amanda Stack
Office Manager
Melanie Roy
Sales / Operations Assistant
Jean Curler
Executive Assistant
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