
Robert T. Jones
CEO/CHAIRMAN

Jane A. Davidson
VICE-PRESIDENT CUSTOMER SERVICE

Stephen S. Davis
CHIEF OPERATIONS OFFICER, CHIEF INVESTMENT OFFICER, CIMA®

Dominic Trupiano
VICE PRESIDENT, SALES AND MARKETING

Robert T. Jones Jr.
PRESIDENT

Spencer Seggebruch
CHIEF INVESTMENT OFFICER

Mason Galvan
Investment Analyst