Our team partners with registered investment advisers to incorporate risk management strategies within a holistic, fiduciary framework – further enriching your unique value proposition with clients.
RIA and Institutional Markets Support
West
Rick Grant
Regional Vice President, RIA & Institutional Markets
States covered:
Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Utah, Washington
North Central
Greg Goin
Regional Vice President, RIA & Institutional Markets
States covered:
Colorado, Iowa, Illinois (Chicago Metro Area), Minnesota, Montana, Nebraska, North Dakota, South Dakota, Wisconsin, Wyoming
South Central
Steve Naber
Regional Vice President, RIA & Institutional Markets
States covered:
Arkansas, Kansas, Louisiana, Missouri, New Mexico, Oklahoma, Texas
Northeast
Jared Palish
Regional Vice President, RIA & Institutional Markets
States covered:
Connecticut, Eastern New York, Eastern Pennsylvania, Maine, Massachusetts, New Hampshire, New Jersey, Rhode Island, Vermont
Great Lakes
Open
States covered:
Illinois (except Chicago Metro Area), Indiana, Michigan, Ohio, Western Pennsylvania
Mid-Atlantic
Open
States covered:
Delaware, District of Columbia, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Virginia, West Virginia
Southeast
Open
States covered:
Alabama, Florida, Georgia, Mississippi
Our team is expanding!
If you are located in a territory that is currently open, please email us and one of our team members will reach out to you.
