Our Leadership Team

has experience at companies such as JP Morgan Chase & Co., Merrill Lynch, Macquarie Group, Orion & Wells Fargo
Alan M. Angeloni
CO-Founder & CEO
Nicholas Dingler
CO-Founder & COO
George Zindel
Jose Hernandez
Head of Education
John Stabile
Head of Community
Office Manager

Are you a Financial Professional?

Our FinPro program matches financial professionals with new clients across the U.S.