Who We AreOur Boards

Highly engaged boards with deep and diverse experience and connectivity across asset management, wealth management, fintech, and beyond.

BOARD OF DIRECTORS

Patrick Galley, CFA
Patrick Galley, CFA

CEO & CIO, RIVERNORTH

Paul Hatch
Paul Hatch

FOUNDING PARTNER, CONVERGENCY PARTNERS

Michele F. Robertson
Michele F. Robertson

CHIEF LEGAL OFFICER, DBV

Collin Bhojwani
Collin Bhojwani

INVESTOR, ALLIANZ LIFE VENTURES | Board Observer

Frank Polefrone
Frank Polefrone

SVP, BROADRIDGE | Board Observer

ADVISORY BOARD

Kimberly Beck
Kimberly Beck

DIRECTOR OF CLIENT MARKETING STRATEGY, JANNEY

Bobby Colon
Bobby Colon

SVP, GLOBAL WEALTH SOLUTIONS, RAYMOND JAMES FINANCIAL

John Cooper
John Cooper

ADVISOR/CONSULTANT

Nate Dalton
Nate Dalton

FOUNDER, DAYBREAK INVESTMENTS; CO-FOUNDER & CEO, SORA UNION

Darlene T. DeRemer
Darlene T. DeRemer

FOUNDER, GRAIL

Frank McCarthy
Frank McCarthy

ADVISOR/CONSULTANT

Dan O'Lear
Dan O'Lear

ADVISOR/CONSULTANT

Arlen Oransky
Arlen Oransky

EVP, Chief Membership Officer, Money Management Institute

Jerry Raio
Jerry Raio

PRESIDENT & CEO, ARBOR LANE ADVISORS, INC.

Tom Sholes
Tom Sholes

Advisor/Consultant

Don Stohrer, Jr.
Don Stohrer, Jr.

CEO, ARLA FOODS U.S.

Brett Wright
Brett Wright

ADVISOR/CONSULTANT