STRATEGIC RELATIONSHIPS
William Chettle
Head of Client Experience & Advisor Services
Tom Romano
Head of Strategic Relationships & Product Development
JT Lavery
Associate Director, National Sales
STRATEGIC RELATIONSHIPS
PARTNERS TEAM
Greg Trzaski
Strategic Relationships
Mike Storer
Strategic Relationships
Regional Teams
Massimo Lantieri
Senior Regional Director
Mid-Atlantic | West | Southeast
Gabe Hathorn, CIMA®
Senior Regional Director
Northeast | Midwest | Southwest
Will Perham
Senior Regional Director
Northeast | Midwest | Southwest
find your team member
Click your region to find your representative
WEST
Massimo Lantieri
Senior Regional Director
SOUTHWEST
Gabe Hathorn, CIMA®
Senior Regional Director
Will Perham
Senior Regional Director
MIDWEST
Gabe Hathorn, CIMA®
Senior Regional Director
Will Perham
Senior Regional Director
SOUTHEAST
Massimo Lantieri
Senior Regional Director
MID-ATLANTIC
Massimo Lantieri
Senior Regional Director
NORTHEAST
Gabe Hathorn, CIMA®
Senior Regional Director
Will Perham
Senior Regional Director
