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Wells Fargo Clearing Services
Raymond James
Schwab Institutional
TD Ameritrade Institutional
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Senior Leadership
Joseph R. Schmuckler
Chief Executive Officer, Managing Director
Walter D. Bayne
Chief Operating Officer, Managing Director
Leon H. Chen
Chief Technology Officer, Managing Director
Wesley H. Gallup, CFP
®
Deputy Chief Operating Officer, Managing Director
Thomas O. Herrick
Chief Investment Officer, Managing Director
Elizabeth L. Stagg
Head of Human Resources, Director
Jessica L. Thompson
Chief Compliance Officer, Corporate Counsel
Thomas H. Tullidge Jr.
Chief Strategy Officer, Legal & Finance, Managing Director
Kara M. Valentine
Chief Marketing Officer & Head of Business Development, Managing Director
