Board Members
Competitor Board
Michael R. Bennett
Director, Citi Private Bank
Crystal K Ho
Senior Vice President, Private Wealth Management, Morgan Stanley
Eric Vishnevetsky
Senior Wealth Strategy Associate, UBS
Robert Licalzi
VP, Senior Client Relationship Manager, Barclays
Allen Bryant
Investment Professional, Palladium Equity Partners
Nick Fincher
Vice President, Institutional Sales, PIMCO
Sloane Klonsky
Vice President, Global Capital Markets, Morgan Stanley
Steve Funk
Associate, SCI Partners
Peter De Jianne
Enterprise Member Success Manager, WeWork
Will McHale
Vice President, Ingalls & Snyder
Naeem Muhammed
Investment Banking Associate, Goldman Sachs
Christian Schulz
Vice President, Goldman Sachs
Jolis Rodriguez
Assistant Director of Operations , Money Works Direct Capital