Meet the Team
Executive Team
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Mark S. Howells
Executive Chairman
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Katrina Santa Maria
Chief Executive Officer
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Tara Kreizenbeck
Chief Operating Officer
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Marcy Crites
Chief Financial Officer
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Stephen Howells
Chief Technology Officer
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SHANE JORDAN
Chief Compliance Officer
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Scott Pollak
Chief Growth Officer
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Mary Ann Bonnet
Director of Operations
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Erin Doherty
Director of Compliance
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Brian McClive
Head Trader
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Justin Silver
Head of Prime Brokerage
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Mike Feeney, AAMS®
Vice President
Corporate Team
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Kevin Bonnet
IT Associate
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Jonathan Bradley
Institutional Trader
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Carlton Reed
Compliance Manager
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Nicole Howley
Operations Supervisor
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Halle Hutoron
Accounting Associate
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Alyssa Mattioli
Marketing Associate
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Don McClive
Institutional Trader
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Shannon McKinley
Operations Supervisor
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Alexis Morrison
Operations Associate
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Delainey Nguyen
Operations Associate
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Ahmad Parker
Cybersecurity & IT Associate
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Annabelle Puglisi
Receptionist
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Judy Redmond
Accounting Supervisor