“Times of rapid change call for more than problem solving. They require vision to identify and capitalize on the opportunities that change creates.”
Jeremiah S. Buckley, President, Treliant Risk Advisors LLC
Mark W. Olson
Co-Chairman
Andrew L. Sandler
Chief Executive Officer
Paul L. Perito
Co-Chairman
Jeremiah S. Buckley
President
Catherine Brown
Managing Director
Susanna K. Tisa
Managing Director
Kathlyn L. Farell
Managing Director
Bob Serino
Senior Advisor
Fred Finke
Senior Advisor
James Hermiston
Senior Executive
Zane Blackburn
Senior Advisor
Jon Salmon
Senior Advisor
Ira Wagner
Senior Advisor
Lori Sommerfield
Senior Advisor
Bob Aaronson
Senior Compliance
& Analytics Executive
Rachael Sokolowski
Sr. Director Technology Strategies
& Information Management Services
Mark Westmoreland
Senior Compliance Executive
Loretta Kirkwood
Senior Compliance Executive
Kathleen Sanchez
Compliance and Financial
Analytics Specialist
Irene Meyer
Compliance and Financial
Analytics Specialist
Gil Brodnitz
Senior Advisor
David Fynn
Senior Advisor

Kathryn Stamato
Director of Client Administration

Matthew Amling
Financial Analyst

Michael Cavanagh
Financial Analyst

Michael Sandler
Financial Analyst