top of page

An Experienced Team Delivering Outstanding Results for our Clients

Leadership

Our Management Team Brings Over a Century of Expertise in Financial Services, Spanning Roles at Major Institutions and Independent Boutique Broker-Dealers

Our leadership is committed to delivering exceptional value and outstanding results for our clients. 

​

We prioritize needs and objectives, ensuring they remain central to our strategic focus and operational execution. Our commitment to understanding and meeting our clients' needs is unwavering. This dedication fosters long-term partnerships built on trust, transparency, and mutual success.

Management Team

Mattarelliano_Joey2.png

Joseph Mattarelliano

Interim Chief Executive Officer 

Ed Maguire, Head of Research

Ed Maguire

Head of Research

Ramp_Jim.jpg

James Ramp

Head of Investment Banking

Andreula_Jason-web.jpg

Jason Andreula

Head of Operations

  • LinkedIn
  • LinkedIn
  • LinkedIn
  • LinkedIn
David Chaskin, Chief Financial Officer

David Chaskin

Chief Financial Officer

  • LinkedIn
Wayen Caron, Chief Compliance Officer

Wayne Caron

Chief Compliance Officer

  • LinkedIn
Jack Shannon, General Counsel & Chief Risk Officer

Jack Shannon

General Counsel & Chief Risk Officer

  • LinkedIn

Board of Directors

Adam Cook, Chairman of the Board

Adam Cook

Chairman of the Board 

Valery_Kim.jpg

Valeriy Kim

Board Member

Jeff Vazquez, Board Member

Jeffrey L. Vazquez

Board Member

Amber Williams, Board Member

Amber Williams

Board Member

bottom of page