Board Members

Competitor Board

Michael R. Bennett

Michael R. Bennett

Vice President, J.P. Morgan Chase & Co.

Crystal K Ho

Crystal K Ho

Senior Vice President, Private Wealth Management, Morgan Stanley

Eric Vishnevetsky

Eric Vishnevetsky

Senior Wealth Strategy Associate, UBS

Steve Funk

Steve Funk

Associate, SCI Partners

Nick Fincher

Nick Fincher

Vice President, Institutional Sales, PIMCO

Robert Licalzi

Robert Licalzi

Associate, Global Technology Investment Banking Group, Barclays

Peter De Jianne

Peter De Jianne

Enterprise Member Success Manager, WeWork

Naeem Muhammed

Naeem Muhammed

Associate, Fundamental Equity, Goldman Sachs

Jolis Rodriguez

Jolis Rodriguez

Assistant Director of Operations , Money Works Direct Capital

Brian Kuritzky

Brian Kuritzky

Executive Director, UBS

Christian Schulz

Christian Schulz

Vice President, Goldman Sachs

Will McHale

Will McHale

Vice President, Ingalls & Snyder

Sloane Klonsky

Sloane Klonsky

Vice President, Global Capital Markets, Morgan Stanley

Allen Bryant

Allen Bryant

Investment Professional, Palladium Equity Partners