Skip to main content

Meet Our Team

Executive Leadership

Katherine Dunlevie Headshot

Katherine Dunlevie

President and Chief Executive Officer

Full Bio
Robert

Robert "Rob" L. Persons

Senior Vice President; Director of Advisory Services

Full Bio
Michael Sluder Headshot

Michael Sluder

Senior Vice President, Chief Investment Officer

Full Bio
Michael B. Clark, II, MBA Headshot

Michael B. Clark, II, MBA

Senior Vice President, Chief Operating Officer

Full Bio
Walter M. Deriso, III (Walt) Headshot

Walter M. Deriso, III (Walt)

Senior Vice President, Director of Strategic Growth and Family Office Solutions

Full Bio
Jennifer Pratt Headshot

Jennifer Pratt

Senior Vice President, Director of Strategic Services

Full Bio