Meet our Executive Team

Jeff Concepcion

Jeff Concepcion

Founder & CEO

Charles Shapiro

Charles Shapiro

Founding Partner
Chief Development Officer

Nancy Andrefsky

Nancy Andrefsky

Chief Financial Officer

Kathryn Louttit, JD

Kathryn Louttit, JD

Chief Compliance Officer

Lou Camacho

Lou Camacho

Chief Operations Officer
President, Stratos Wealth Enterprises

Meet our Senior Leadership Team

Jim Lupica

Jim Lupica

Founding and Managing Partner

Daniel Jacoby

Daniel Jacoby

Chief Investment Officer

Karen Miltner

Karen Miltner

Controller

Heather Meder

Heather Meder

Director of Human Resources

Chris Walling

Chris Walling

Founding and Managing Partner

Gil Cotto

Gil Cotto

Senior Director of Operations

Barbara Simons

Barbara Simons

Director of
Brokerage Compliance

Kate Sweetman

Kate Sweetman

Director of Transitions

Bobbie Meola

Bobbie Meola

Managing Partner

Brian Bunker

Brian Bunker

Director of Practice
Management Consulting

Eric Beahn

Eric Beahn

Director of
Advisory Operations

Chris Radzinski

Chris Radzinski

Director of
Project Management

Michael O'Brien

Michael O'Brien

Managing Partner and Director of National Sales

Jacob Stewart

Jacob Stewart

Chief Information Security Officer

Jennifer Pieronek

Jennifer Pieronek

Director of
Advisory Operations

Kevin Elvington

Kevin Elvington

Director of
Marketing