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Executive Leadership

 
 

Corporate Officers

Pete Kirtland

Chief Executive Officer

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Mark Agustin

President | COO

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Mike Gottfried

SVP | Product Management | Co-Founder

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Board of Managers

Manish Gupta

Co-Founder
Board Member

Kyle Griswold

Board Member

Charlie Ruffel

Board Member

Bobby Jones

Board Member

Bob Francis

Board Member

 
 

Leadership

Shelia Reed

Chief Marketing Officer

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Stephen Tague

Chief Technology Officer

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Kristin McCarthy

SVP | Client Management

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Chris Fitzgerald

SVP | Operations

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Mark Luckinbill

SVP | Managing Director of 403(b) / 457 / IRA Markets

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Madeline Fennell

SVP | Program Management Office

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Clarice Johnson

VP | Strategic Engagements

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Bille Lee

VP | Operations

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Wendi Norbut

VP | Finance & Accounting

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