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 |