Meet our Executive Team

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Jeff Concepcion

Founder & CEO

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Nancy Andrefsky

Chief Financial Officer

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Lou Camacho

Chief Operations Officer

President, Stratos Wealth Enterprises

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Charles Shapiro

Founding Partner

Chief Development Officer

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Kathryn Louttit, JD

Chief Compliance Officer

Meet our Senior Leadership Team

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Jim Lupica

Founding and Managing Partner

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Chris Walling

Founding and Managing Partner

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Bobbie Meola

Managing Partner

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Michael O'Brien

Managing Partner and

Director of National Sales

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Kate Sweetman

Director of Transitions

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Karen Miltner

Controller

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Chris Radzinski

Director of

Project Management

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Kevin Elvington

Director of

Marketing

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Karen Miltner

Controller

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Barbara Simons

Director of
Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Kevin Elvington

Director of

Marketing

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Karen Miltner

Controller

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Barbara Simons

Director of
Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Kevin Elvington

Director of

Marketing

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Karen Miltner

Controller

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Barbara Simons

Director of
Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Kevin Elvington

Director of

Marketing

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Eric Beahn

Director of

Advisory Operations

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Jennifer Pieronek

Director of

Advisory Compliance

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Barbara Simons

Director of
Brokerage Compliance

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Heather Meder

Director of
Human Resources

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Brian Bunker

Senior Director, Head of Practice Management & Consulting

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Gil Cotto

Senior Director of Operations

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Daniel Jacoby

Chief Investment Officer

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Jacob Stewart

Chief Information Security Officer