Our Team
Perry Lerner
Chairman & CEO
Chris Calise
President & CFO
Riccardo Gambineri
President, UHNWIs & Family Offices
Damien Rios
Vice President & General Counsel
Michele D'Alto
Vice President of Domestic Operations
Terria Godwin
Vice President, Finance & Administration
Laura Nanette Gambineri-Giese
Vice President, UHNWIs & Family Offices
Matt Monson
Chief Actuary
Suzanne Reynolds
Assistant Vice President, Finance & Administration
Colleen Artuch
Compliance Manager
Mirna Dinan
Administrator
Nancy Fan
Executive Assistant
Livia Frunza
Office Associate
Antonia Gambineri
Sales Support Associate
Daniel Grumelli
Senior Accountant
Karla Jackson
Administrator
Pauline McGettigan
Compliance Analyst
Melissa Moreno
Administrative Assistant
Morgan Shelver
Associate, Finance & Administration