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RIA services to help your firm stay ahead of your evolving needs.

We're not just a custodian. We're custody, evolved.

Gino DeRango

SVP, National Sales Manager

West Region

Business Development

Eli Suarez

Regional Director, Custody Solutions

NM and TX

Regional Sales Consultant

Bret Hunt

Regional Sales Consultant

Central Region

Business Development

Ryan Moeller

Regional Director, Custody Solutions

IL, IN, MI, IA, WI and NE

Beau McBride

Vice President, Custody Solutions

OH, KY, MN, ND, SD

Tom Roberts

Vice President, Custody Solutions

AL, MS, AR, MO, LA, OK, KS, TN

Regional Sales Consultant

John Ratoff

Regional Consultant, Custody Solutions

East Region

Business Development

Sam Kuka

Regional Director, Custody Solutions

FL, GA, SC, NC

Jason Desiderato

Vice President, Custody Solutions

PA, MD, DE, DC, WV, VA

Regional Sales Consultant

Dan Broquadio

Regional Consultant, Custody Solutions

Strategic Business Consultant

Robert Nagle

Strategic Business Consultant

Sales Enablement

Rochelle Greenfield

VP, Sales Specialist Manager

Technology Consultant

Brandon Mabie

Technology Consultant, Custody

Let’s Talk About What We Can Do For Your Business

Call us at 866-776-0218 or complete a request for more information.