Meet our Executive Team

Jeff Concepcion.jpg

Jeff Concepcion

Founder & CEO

nancy.jpg

Nancy Andrefsky

Chief Financial Officer

Lou.jpg

Lou Camacho

Chief Operations Officer

President, Stratos Wealth Enterprises

Charles.jpg

Charles Shapiro

Founding Partner

Chief Development Officer

Louttit003DM300.jpg

Kathryn Louttit, JD

Chief Compliance Officer

Meet our Senior Leadership Team

jim lupica ew.jpg

Jim Lupica

Founding and Managing Partner

chris walling new.jpg

Chris Walling

Founding and Managing Partner

bobbie new new cropped.jpg

Bobbie Meola

Managing Partner

mike obrien.jpg

Michael O'Brien

Managing Partner

Karen new.jpg

Karen Miltner

Controller

BARB Dull 2018.jpg

Barbara Simons

Director of
Brokerage Compliance

Chris Rad new.jpg

Chris Radzinski

Director of

Project Management

kate sweetman.jpg

Kate Sweetman

Director of Transitions

kevin image.jpg

Kevin Elvington

Director of

Marketing

Karen new.jpg

Karen Miltner

Controller

BARB Dull 2018.jpg

Barbara Simons

Director of
Brokerage Compliance

Chris Rad new.jpg

Chris Radzinski

Director of

Project Management

kevin image.jpg

Kevin Elvington

Director of

Marketing

Karen new.jpg

Karen Miltner

Controller

BARB Dull 2018.jpg

Barbara Simons

Director of
Brokerage Compliance

Chris Rad new.jpg

Chris Radzinski

Director of

Project Management

kevin image.jpg

Kevin Elvington

Director of

Marketing

Karen new.jpg

Karen Miltner

Controller

BARB Dull 2018.jpg

Barbara Simons

Director of
Brokerage Compliance

Chris Rad new.jpg

Chris Radzinski

Director of

Project Management

kevin image.jpg

Kevin Elvington

Director of

Marketing

eric beahn.jpg

Eric Beahn

Director of

Advisory Operations

Headshot.jpg

Jennifer Pieronek

Director of

Advisory Operations

Heather 1.jpg

Heather Meder

Director of
Human Resources

Brian 3.jpg

Brian Bunker

Director of

Practice Management Consulting

Carol Lavelle Headshot.jpeg

Carol Lavelle

Senior Director, Compliance and Risk Management

Gil Cotto Headshot closer.jpg

Gil Cotto

Senior Director of Operations

dan j.jpg

Daniel Jacoby

Chief Investment Officer

Jacob_Stewart225x225.jpg

Jacob Stewart

Director of IT