Meet Our Team Ryan Wibberley CEO Michael Fein President Andrew Goodman Chief Investment Officer Frank Cappadora Managing Director Satish Survanshi Senior Executive Vice-President Yuchao Li Director of Global Investing Andy Smith Director of Advanced Planning Rich Sebastian Vice President of Financial Planning Jaimee Wibberley Client Relations Manager Austin Pearl Financial Advisor Amanda Hoy Client Services Administrator Justice Stanton Client Services Associate Deborah Kruse Office Manager Brandon Beylo Client Relations Manager Heather Betz Client Services Administrator
