Meet our Executive Team
Jeff Concepcion
Founder & CEO
Nancy Andrefsky
Chief Financial Officer
Lou Camacho
Chief Operations Officer
President, Stratos Wealth Enterprises
Charles Shapiro
Founding Partner
Chief Development Officer
Kathryn Louttit, JD
Chief Compliance 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
Karen Miltner
Controller
Barbara Simons
Director of
Brokerage Compliance
Chris Radzinski
Director of
Project Management
Kate Sweetman
Director of Transitions
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 Pieronek
Director of
Advisory Operations
Heather Meder
Director of
Human Resources
Brian Bunker
Director of
Practice Management Consulting
Carol Lavelle
Senior Director, Compliance and Risk Management
Gil Cotto
Senior Director of Operations
Daniel Jacoby
Chief Investment Officer
Jacob Stewart
Director of IT