Sales & Client Service
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Jon Cangalosi, CIMA
Executive Vice President
Responsibilities: Sales, Marketing & Client Service
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Harry Nelson, CIMA
Director – Sales and Client Service
Responsibilities: Institutional Business Development, Managed Account Relationships
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Tom Mueth, CIMA
Director – Sales and Client Service
Responsibilities: Institutional Business Development
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Adam Stockstill, CIMA
Director – SMA Sales
Responsibilities: SMA Sales, SMA Business Development
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David Farace
SMA Sales Specialist
Responsibilities: Internal Sales, SMA Business Development
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Cindy Honeycutt
Marketing Assistant
Responsibilities: Administrative Support
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Vesta Scotland
Sr. Administrative Assistant
Responsibilities: Administrative Support
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