Terry Cook
Chief Executive Officer, Managing Principal
Meet Parcion
Brendan Sullivan
Chief Operating Officer, Principal
Sarah Kaler
Chief People and Culture Officer, Principal
Kathleen Carbone
Director of Advisory, Principal
Jenny Nagai
Senior Client Service Specialist, Principal
Tim Bond
Director of Investment Operations and Portfolio Management
Jacob Mahoney
Director of Client Service
Stacy Hemphill
Director of Marketing
Kevin Penner
Senior Manager, Advisory and Senior Family Advisor
Stacee Kratovil
Senior Family Advisor
Harley Shulevitz
Senior Family Advisor
Steven Matyas
Advanced Planning Associate
Shay Frederickson
Senior Client Service Specialist
Trenton Clark
Senior Client Service Specialist
Tenasha Trujillo
Executive Assistant to CEO
Lauren Small
Operations & Compliance Manager
Peter Besel
Family Advisor
Peter Barnes
Family Advisor
McKenzie Tonani
Family Advisor
Diego Arias
Family Advisor
Abbey Miller
Family Advisor
Matt Christopher
Portfolio Manager
Quinn Snell
Research Analyst
Nick Gunn
Operations Associate
Kalena Laurent
Client Service Specialist
Owen Hymel
Portfolio Administrator
Marley Martinez
Office Coordinator
Kevin Chen
Associate