Meet our Executive Team
Jeff Concepcion
Founder & CEO
Nancy Andrefsky
Founding Partner &
Chief Financial Officer
Lou Camacho
President, Stratos Wealth Enterprises
Charles Shapiro
Founding Partner
Chief Development Officer
Kathryn Louttit, JD
Chief Compliance Officer
Phil Nuttall
Chief Operating Officer
Meet our Senior Leadership Team
Jim Lupica
Founding and Managing Partner
Chris Walling
Founding and Managing Partner
Bobbie Meola
Managing Partner
Michael O'Brien
Managing Partner &
National Director of Sales
Kate Sweetman
Director of Transitions
Karen Miltner
Controller
Chris Radzinski
Director of
Project Management
Kevin Elvington
Director of
Marketing
Karen Miltner
Controller
Barbara Simons
Director of
Brokerage Compliance
Chris Radzinski
Director of
Project Management
Kevin Elvington
Director of
Marketing
Karen Miltner
Controller
Barbara Simons
Director of
Brokerage Compliance
Chris Radzinski
Director of
Project Management
Kevin Elvington
Director of
Marketing
Karen Miltner
Controller
Barbara Simons
Director of
Brokerage Compliance
Chris Radzinski
Director of
Project Management
Kevin Elvington
Director of
Marketing
Eric Beahn
Director of
Advisory Operations
Jennifer Collins
Director of
Advisory Compliance
Barbara Simons
Director of
Brokerage Compliance
Heather Meder
Director of
Human Resources
Brian Bunker
Senior Director, Head of Practice Management & Consulting
Daniel Jacoby
Chief Investment Officer
Jacob Stewart
Chief Information Security Officer