Investment Consultants
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Brian Wrubel
Chief Executive Officer/President, Managing Director
Tim Fallon, CIMA®
Director of Client Relations, Managing Director
Patrick Krolak
Managing Director
Tim Burdick, CFA
Chief Investment Officer, Managing Director
Brett Christenson, CFP, CFA
Chief Operating Officer, Managing Director
Nichole Roman-Bhatty, CIMA®
Managing Partner
Tim Hamann
Managing Partner
Doug Oest, CAIA
Managing Partner
Miguel Zarate
Senior Vice President
Beth Burns
Vice President
James Wesner, CFA
Vice President
David H. Smith, CFA
Vice President
Mike Piotrowski
Assistant Vice President
Raymond Caprio
Assistant Vice President
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