About
Jim relies on 25 years of experience in the institutional finance space working on capital markets desks inside large regional banks, mutual fund complexes, and derivatives trading firms. As an Accredited Investment Fiduciary, Jim adheres to the highest standards of care when engaged with clients. Providing prudent financial planning advice that helps our clients organize their financial future, empowering them to live a life they deserve, is central to every relationship. Married with two teenagers, Jim enjoys exploring new corners of the globe with his family and skiing adventures during the winter months.
Professional Designations
Accredited Investment Fiduciary (AIF®)
Education
John Carroll University
Bachelor of Science, Finance
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting