Our Team

David Cota, Jr.
Senior Managing Director, Investment Services

Jess Zeiss
Principal, Institutional Sales & Trading

James Collins
Chief Compliance Officer

Kendra Seier
Administrative Professional

Institutional Sales Trading
Financial Strategies
Jason Bartling
Vice President
Jeff Peterson
Vice President
Jon Ripp
Vice President
Heath Paulsen
Associate
Ingrid Wadell
Vice President
Jason Kremer
Associate
 Justin O'Shea
Vice President
Matt Daeges
Analyst
Institutional Operations
Compliance
SID Program
Kathy Finke
Vice President
Dani Hampton
Senior Compliance Analyst
Jennifer Kobza
Associate
David Niemeyer
Officer
Staci Keller
Senior Compliance Analyst
 
DeAnna Healey
Associate, Settlement &
Client Services
    
Celest Gorans
Client Services
  
Laurie Webb
Analyst, Settlement