Our team

Private Wealth Solutions

Rachel Smith
Director of Investor Relations
Miguel Sosa
Managing Director, Senior Investment Strategist
Johnny Sphabmixay
Associate—Rocky Mountain
Chris Todino
Associate—Southern California
Michael Vahl
Director—Great Plains
Stephen Walker
Regional Director—Northeast
Ben West
Associate—Northeast
Kristine Westley
Managing Director— Operations
Andre Williams
Regional Sales Associate—Midwest
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