Download Investment Consultant Territory Coverage

INVESTMENT CONSULTANT TERRITORY COVERAGE
Great Lakes Region
Peter Green, CFP®,CIMA®
Sr. Managing Director,
National Head of Sales &
Business Development
Jonathan Doyle, CFA, CIMA
Managing Director, Sr. Investment Consultant
Great Lakes East: IL, IN, MI, OH
®
Phone: 212-702-3564
Email: [email protected]
Phone: 917-209-2813
Email: [email protected]
WA
MT
VT
ND
NH ME
MN
OR
ID
WI
SD
NY
MI
WY
Reno
NV
UT
CA
AZ
CO
PA
IA
NE
IL
KS
OK
NM
WV
KC
KY
MO
VA
RI
CT
NJ
DE
MD
DC
NC
TN
SC
AR
MS
TX
OH
IN
MA
AL
GA
LA
AK
Julz Schwingler, CFA, CIMA®, CFP®
Sr. Investment Consultant
Great Lakes West: IA, MN, NE, ND, SD, WI
Phone: 612-940-9185
Email: [email protected]
Mid-Atlantic Region
Northwest Region
Ed Pope
Managing Director, Sr. Investment Consultant
Northern CA; Reno, NV; AK, HI, ID, MT,
OR, WA, WY
Phone: 415-710-2581
Email: [email protected]
West Region
John T. Buckley, CFA
Managing Director, Sr. Investment Consultant
Bay Area, Central CA; NV
Phone: 415-377-5901
Email: [email protected]
Ted Cox, CFA, CFP®
Managing Director, Sr. Investment Consultant
NC, SC, VA
James Vogl
Sr. Investment Consultant
Southern CA
Phone: 804-282-3022
Email: [email protected]
Phone: 612-964-8680
Email: [email protected]
William Gonzalez, CFA, CIMA®
Sr. Invesment Consultant
DC, KY, MD, WV
Southwest Region
Phone: 571-992-4221
Email: [email protected]
J. Sean Withrow, CFA, AIF®
Managing Director, Sr. Investment Consultant
AZ, CO, KS, NM, UT
FL
HI
Northeast Region
Kashif S. Ahmad, CFA
Managing Director, Sr. Investment Consultant
CT, MA, ME, NH, NY, RI, VT
Phone: 917-749-1386
Email: [email protected]
Florida & Missouri
Phone: 303-503-9248
Email: [email protected]
John T. Fulgham, AIF®
Managing Director, Sr. Investment Consultant
Kansas City, KS; FL, MO
Harry J. Martin, AIF®
Director, Sr. Investment Consultant
Northern TX
Phone: 407-221-5227
Email: [email protected]
Phone: 214-718-0211
Email: [email protected]
Jared McDaniel, CFA, CPA, CFP®, CMT, AIF®
Sr. Investment Consultant
West Coast FL
Timothy Legendre, CFA
Sr. Investment Consultant
Northern TX, OK
Phone: 727-244-8641
Email: [email protected]
Phone: 603-957-2092
Email: [email protected]
Michael O. Adair, CFA, AIF®
Managing Director, Sr. Investment Consultant
AL, AR, GA, LA, MS, TN
Scott Pollaci, CFA, AIF®, CFP®
Sr. Investment Consultant
East Coast FL; MO
Vern Montross, CFA
Sr. Investment Consultant
Southern TX
Phone: 256-499-6453
Email: [email protected]
Phone: 407-562-2734
Email: [email protected]
Phone: 832-596-6245
Email: [email protected]
NY Metro Area
Ben Ludwig, CFA, CAIA
Sr. Investment Consultant
New York City, Long Island, Rockland County
& Westchester, NY; DE, NJ, PA
Phone: 917-565-0319
Email: [email protected]
Gulf Coast Region
Non-deposit Investment Products:
▪ are not FDIC insured
▪ are not Bank guaranteed
▪ may lose value
INVESTMENT CONSULTANT INTERNAL TEAM
Contact Information
Gulf Coast &
Great Lakes Regions
Brandon Lindsay
Business Development Specialist
407-562-2737
[email protected]
Supports
Michael O. Adair, CFA, AIF®
Managing Director,
Sr. Investment Consultant
AL, AR, GA, LA, MS, TN
Jonathan Doyle, CFA, CIMA®
Managing Director,
Sr. Investment Consultant
Great Lakes East: IL, IN, MI, OH
Contact Information
Mid-Atlantic &
Northeast Regions
Arthur Trestin
Business Development Specialist
212-702-9436
[email protected]
Mid-Atlantic &
Northeast Regions
David Little, CFP
Business Development Specialist
610-489-2780
[email protected]
Kashif S. Ahmad, CFA
Managing Director,
Sr. Investment Consultant
CT, MA, ME, NH, NY, RI, VT
Ted Cox, CFA, CFP®
Managing Director,
Sr. Investment Consultant
NC, SC, VA
Supports
William Gonzalez, CFA, CIMA
Sr. Investment Consultant
DC, KY, MD, WV
Contact Information
Michael O’Sullivan, AIF
Business Development Specialist
407-562-2741
[email protected]
®
Florida & Missouri
Regions
John T. Fulgham, AIF
Managing Director,
Sr. Investment Consultant
Kansas City, KS; FL, MO
Jared McDaniel, CFA, CPA, CFP®, CMT, AIF®
Sr. Investment Consultant
West Coast FL
Scott Pollaci, CFA, AIF®, CFP®
Sr. Investment Consultant
East Coast FL; MO
California
Beverly Hills Headquarters
400 North Roxbury Drive
Beverly Hills, CA 90210
310-888-6000
Irvine
18111 Von Karman Avenue, Suite 450
Irvine, CA 92612
949-223-4000
San Francisco
455 Market Street, Suite 2070
San Francisco, CA 94105
415-477-2544
Florida
605 Crescent Executive Court, Suite 320
Lake Mary, FL 32746
866-936-1677
Illinois
Ruel Cabarles
Business Development Specialist
415-576-3953
[email protected]
John T. Buckley, CFA
Managing Director,
Sr. Investment Consultant
Bay Area, Central CA; NV
Nicholas Matayoshi
Business Development Specialist
415-692-2091
[email protected]
April Perez
Business Development Specialist
713-255-3211
[email protected]
James Vogl
Sr. Investment Consultant
Southern CA
225 West Washington Street, Suite 1410
Chicago, IL 60606
312-995-6384
New York Headquarters
400 Park Avenue
New York, NY 10022
212-702-3500
Supports
J. Sean Withrow, CFA
Managing Director,
Sr. Investment Consultant
AZ, CO, KS, NM, UT
Contact Information
Southwest Region
Ben Ludwig, CFA, CAIA
Sr. Investment Consultant
New York City, Long Island, Rockland County &
Westchester, NY; DE, NJ, PA
Supports
Contact Information
West & Southwest
Regions
®
Supports
®
Contact Information
West Region
General Office Inquiries
Supports
Contact Information
®
Julz Schwingler, CFA, CIMA®, CFP®
Sr. Investment Consultant
Great Lakes West: IA, MN,
NE, ND, SD, WI
Texas
Ed Pope
Managing Director,
Sr. Investment Consultant
Northern CA; Reno, NV; AK, HI, ID, MT, OR, WA, WY
700 Louisiana, Suite 4816
Houston, TX 77002
281-748-6734
[email protected]
Supports
Harry J. Martin, AIF®
Director,
Sr. Investment Consultant
Northern TX
Non-deposit Investment Products:
Timothy Legendre, CFA
Sr. Investment Consultant
Northern TX, OK
▪ are not FDIC insured
Vern Montross, CFA
Sr. Investment Consultant
Southern TX
▪ are not Bank guaranteed
▪ may lose value