Our Team
Our team is comprised of experts within the financial services industry with decades of executive experience.
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Meet Your Team of Experts
With decades of experience behind you, success will become the standard expectation.
Sam Clifford
Director of Client Relationships
Jeff Sargent
Chief Compliance Officer
George Stock
Controller
Thelma West
Head of Human Resources
Chris DeLaura
Chief Executive Officer
Eamonn O'Brien
Chief Operations Officer