Our Team

Team Members In

Integration Team

Zach Chubbuck

M&A Project Manager

Chris Field

Associate Director, Technology

Megan Foltz

Senior Associate, HR Generalist

Sara-Katherine Johnson, CAPM®

Marketing Integration Lead

Al Kantra

Executive Vice President, Head of Advisors & Business Development

Shaun Kapusinki

Senior Director, Technology

Jennifer Koch

Senior Vice President, Head of Organizational Development

Ryan Mahoney

Vice President, Technology

Annie McCauley

CFP®

Executive Vice President, Chief Client Experience Officer

Britt Metzner

Strategic Communications Lead