Our Values
Our core values are reflected every day in the way we do business and approach our partnerships.
Executive Leadership
John Sabre
Founding Partner and Executive Chairman
Mark Penske
Founding Partner and Vice Chairman
Jim Dickson
Founding Partner and CEO
Caitlin Douglas
Founding Partner and COO
Duke Schillaci
Founding Partner and Head of Corporate Development
Bradford Smithy, CIMA®
Founding Partner and Head of Wealth Management
Robert B. Tamarkin
Founding Partner and Head of Business Development
Greg Anderson
President, Investments
Michael Sabre
Chief Operations Officer and Chief Compliance Officer
Chris Moran
Chief Financial Officer
Advisor Services Group
Lisa Lee
Dawn Schommer
Jim Durning
Greg Swoverland
Lauren Hawn
Katie Nelson
Amy Krauss
Investment Solutions Group
Eric Englebrecht
Mike Klever
Yona Klein
Chris Snyder
Zach Slater
David Blanchette
Ryan Stoynich
Nick Bast
John Borash
Nick Nelson
Ryan Kimbrel
