Board Members

Competitor Board

Michael R. Bennett

Michael R. Bennett

Director, Citi Private Bank

Crystal K Ho

Crystal K Ho

Senior Vice President, Private Wealth Management, Morgan Stanley

Eric Vishnevetsky

Eric Vishnevetsky

Senior Wealth Strategy Associate, UBS

Robert Licalzi

Robert Licalzi

VP, Senior Client Relationship Manager, Barclays

Allen Bryant

Allen Bryant

Investment Professional, Palladium Equity Partners

Nick Fincher

Nick Fincher

Vice President, Institutional Sales, PIMCO

Sloane Klonsky

Sloane Klonsky

Vice President, Global Capital Markets, Morgan Stanley

Steve Funk

Steve Funk

Associate, SCI Partners

Peter De Jianne

Peter De Jianne

Enterprise Member Success Manager, WeWork

Will McHale

Will McHale

Vice President, Ingalls & Snyder

Naeem Muhammed

Naeem Muhammed

Investment Banking Associate, Goldman Sachs

Christian Schulz

Christian Schulz

Vice President, Goldman Sachs

Jolis Rodriguez

Jolis Rodriguez

Assistant Director of Operations , Money Works Direct Capital