Skip to main content

Tag: Management

Makayla Tebano

Written by Wright Design on January 3, 2021. Posted in People.

VICE PRESIDENT, MARKETING

h ttps://www.linkedin.com/in/makaylatebano/

Kevin Smith, CFP^®

Written by Wright Design on January 3, 2021. Posted in Non-Profit, People.

DIRECTOR OF PRIVATE CLIENT SERVICES

Liza Baran

Written by Wright Design on January 3, 2021. Posted in People.

DIRECTOR OF SHAREHOLDER SERVICES & OPERATIONS

https://www.linkedin.com/in/kevin-gioia-cfa-7a57a241/

Michael Balboa

Michael Balboa

Written by Wright Design on January 3, 2021. Posted in People.

CHIEF FINANCIAL OFFICER

https://www.linkedin.com/in/kevin-gioia-cfa-7a57a241/

Christian Snyder, J.D., CFA^®

Written by Wright Design on January 3, 2021. Posted in People.

PRESIDENT

https://www.linkedin.com/in/frank-privitera-016a067/

Anne Putnam

Written by Wright Design on January 1, 2021. Posted in People.

CHIEF EXECUTIVE OFFICER

https://www.linkedin.com/i n/kevin-gioia-cfa-7a57a241/

Tom Putnam

Written by Solasus Support on January 1, 2021. Posted in People.

FOUNDER & EXECUTIVE CHAIRMAN

https://www.linkedin.com/in/tom-putnam-10b2071a/