Sales Management
Regional Directors - RIA Services
Todd Mitchell
Senior Regional Director - Midwest Territory
AZ, ID, MT, ND, NE, NV, SD, WY, UT
860.377.3390
Greg Trzaski
Regional Director -New England & Mid-Atlantic
CT, MA, NH, VT, ME, RI, NY, PA, NJ, MD, DE, WV, VA, DC
860.734.2019
Jim Tavares
Regional Director - West
CA, WA, OR, AK, HI
860.734.2211
Chris Murray
Regional Director -Central
IL, IN, MI, OH, KY, MN, IA, WI
860.500.3919
Mike Storer
Senior Regional Director - Southeast
TN, NC, SC, AL, MS, FL, GA, PR
508.667.4228
Matt Terry, CFP®
Senior Regional Director -Southwest
AR, CO, KS, LA, MO, NM, TX, OK
512.567.8856
Regional Directors - IBD Advisor Support
Paul Abdenour
Senior Regional Director - Central
IL, IN, KY, MI, OH
312.877.3020
Massimo Lantieri
Regional Director -Mid West & West
NV, UT, AZ, ID, WY, MT, CA, WA, OR, AK, HI
860.461.6922
Christian O'Connor
Senior Regional Director - Mid-Atlantic
NJ, NY, PA, MD, DC, WV, VA, DE
973.943.5195
Gabe Hathorn, CIMA®
Senior Regional Director - Northeast
CT, MA, NH, VT, ME, RI
860.500.3503
Will Perham
Regional Director - Midwest
MN, IA, WI, ND, SD, NE
860.500.3715
Matt Terry, CFP®
SeniorRegional Director -Southwest
AR, CO, KS, LA, MO, NM, TX, OK
512.567.8856
Mike Storer
Senior Regional Director - Southeast
TN, NC, SC, AL, MS, FL, GA, PR
508.667.4228