Our Professionals

“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

Senior Management

Mark W. Olson
Co-Chairman

Andrew L. Sandler
Chief Executive Officer

Paul L. Perito
Co-Chairman

Managing Directors

Catherine Brown
Managing Director

Susanna K. Tisa
Managing Director

Kathlyn L. Farell
Managing Director

Professionals

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