Management Team

John Blood

John Blood

Senior Vice President - Advisory Services & Solutions

Mr. Blood served as CEO and Chief Investment Officer of JJCC Financial, Inc., a strategic consultancy offering expertise in investment research, portfolio theory, executive management and sales. Previously, Mr. Blood was the CEO and CIO of Disciplined Wealth Strategies, Inc., a firm he founded to provide outsourced asset management services for financial advisors and institutions, and that he subsequently merged with Efficient Advisors, LLC. Earlier in his career, Mr. Blood served as Chief Market Strategist and Director of Research for Commonwealth Financial Network for nearly a decade.

Richard J. Lampen

Richard J. Lampen

Chief Executive Officer, President and Chairman of the Board

Mark Zeitchick

Mark Zeitchick

Executive Vice President and Director

Adam Malamed

Adam Malamed

Executive Vice President, Chief Operating Officer and Director

Brett H. Kaufman

Brett H. Kaufman

Senior Vice President and Chief Financial Officer

Brian L. Heller

Brian L. Heller

Senior Vice President - Business and Legal Affairs

Joseph Giovanniello

Joseph Giovanniello

Senior Vice President – Corporate and Regulatory Affairs

John Blood

John Blood

Senior Vice President - Advisory Services & Solutions

Craig Timm

Craig Timm

Chief Risk Officer

Carly P. Maher

Carly P. Maher

Senior Vice President - Enterprise Initiatives

Doreen Griffith

Doreen Griffith

Senior Vice President, Chief Information Officer

Paul Lofties

Paul Lofties

Senior Vice President - Wealth Management

Kirk Hulett

Kirk Hulett

Senior Vice President - Organizational & Practice Development

George Oka

George Oka

Senior Vice President, Head of Corporate Development

Doug Baxley

Doug Baxley

Vice President, Retirement and Fiduciary Services

Oksana Poznak

Oksana Poznak

Vice President, Head of Sponsor Relations

Dan Sachar

Dan Sachar

Vice President, Enterprise Innovation