• Des Moines, Iowa
  • Bellevue, Washington
  • Painesville, Ohio
  • Richardson, Texas
  • Minneapolis, Minnesota
  • New Orleans, Louisiana
  • San Francisco, California

Our Leadership Team

From executive management to our sales team and our corporate employees, we are dedicated to providing our broker- dealer and RIA customers with industry-leading service and support.

Jeff
Kremin

President and Managing Director of Distribution

Lee
Bastidas

Managing Director of National Accounts

Mark
Koshan

Director of Product and Due Diligence

Sean
Forge

Director of Operations

Madalyn
Redlinger

Director of Marketing