A team of family wealth specialists, with a heart for service.

Comprised of subject matter experts compensated solely on the quality of service, we work collaboratively to guide families in a personal, authentic manner.

Our Team

Kris Anderson, CFA®

Kris Anderson, CFA®

Principal

Katie Anibas, CPA

Katie Anibas, CPA

Manager

Mike Bartolacci, JD

Mike Bartolacci, JD

General Counsel

Alex Bates, CFA®, CAIA®

Alex Bates, CFA®, CAIA®

Director of Investment Research

Anna Bertman, CAP®

Anna Bertman, CAP®

Principal

Garrett Blair

Garrett Blair

Manager

Ryan Brandt, CPA

Ryan Brandt, CPA

Manager

Chris Brennan

Chris Brennan

Education Specialist

Elli Brunts

Elli Brunts

Associate

Spencer Burke

Spencer Burke

Senior Counsel at ArchBridge Family Office

Emily Carlisle

Emily Carlisle

Associate

Logan Carolan

Logan Carolan

Associate

Kim Corpuz

Kim Corpuz

Associate

Lollie Coulter

Lollie Coulter

Manager

Gavin Coveney, JD

Gavin Coveney, JD

Associate

Christy Davis

Christy Davis

Coordinator

Jennifer De Jong

Jennifer De Jong

Coordinator

Vedran Djukic

Vedran Djukic

IT Associate

Katie Fakonas, JD, CPA

Katie Fakonas, JD, CPA

Principal

Voula Francis, JD, CFP®

Voula Francis, JD, CFP®

Principal

Liz Goldenberg, CPA

Liz Goldenberg, CPA

Principal

Leslie Hodges, CPA

Leslie Hodges, CPA

Principal

Paul Hoffman

Paul Hoffman

Principal

Connie Irvin

Connie Irvin

Coordinator

John Jennings, JD

John Jennings, JD

President and Chief Strategist of ArchBridge Family Office

Jill Jovanovic

Jill Jovanovic

Coordinator

Jennifer Juris

Jennifer Juris

Principal

Adam Kerschinske

Adam Kerschinske

Manager

Carrie Kinealy

Carrie Kinealy

Manager

Andrea Knysak

Andrea Knysak

Manager

Kevin Koyn

Kevin Koyn

Manager

Christine Lee

Christine Lee

Associate

Zach Leeds, CPA

Zach Leeds, CPA

Principal

Julie Lilly, JD

Julie Lilly, JD

Chief Executive Officer of ArchBridge Family Office

Lashonda Love

Lashonda Love

Coordinator

Rachel Malin, CPA

Rachel Malin, CPA

Associate

Jen Manley

Jen Manley

Coordinator

Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®

Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®

Director of Private Markets

Katharine Middleton

Katharine Middleton

Manager

Megan Mocker

Megan Mocker

Coordinator

Karen Monterusso

Karen Monterusso

Coordinator

Jill Moore

Jill Moore

Manager

Rachel Mungenast

Rachel Mungenast

Associate

Carrie Naylor

Carrie Naylor

Principal

Emily Neubauer

Emily Neubauer

Coordinator

Andrew Ogle, CPA

Andrew Ogle, CPA

Manager

Wendy Parker

Wendy Parker

Coordinator

Mindy Pool

Mindy Pool

Coordinator

Taylor Richards

Taylor Richards

Manager

Trisha Rothgangel, CPA

Trisha Rothgangel, CPA

Manager

Anna Rudoi, JD, MBA

Anna Rudoi, JD, MBA

Manager

Paul Ruppe, CFA®, CPA

Paul Ruppe, CFA®, CPA

Manager

Katie Sanders

Katie Sanders

Associate

Jen Sanwald, JD, TEP

Jen Sanwald, JD, TEP

Principal

Ty Schwieterman, JD

Ty Schwieterman, JD

Principal

Kristine Scott

Kristine Scott

Manager

Anna Sears, CFA®

Anna Sears, CFA®

Principal

Michael Small

Michael Small

Executive Vice President and CFO

Tami Smull, CPA, CFP®

Tami Smull, CPA, CFP®

Principal

Ken Stable, JD

Ken Stable, JD

Manager

Andrew Stange, CFA®

Andrew Stange, CFA®

Associate

John Stika

John Stika

Principal

Greg Stokke, CFA®, CFP®

Greg Stokke, CFA®, CFP®

Principal

Sean Sullivan, CFA®

Sean Sullivan, CFA®

Manager

Jenny Taylor

Jenny Taylor

Manager

Klaire Whiteside, CFP®

Klaire Whiteside, CFP®

Manager

Claire Yount

Claire Yount

Manager

Our Approach

We proactively guide families across all assets, entities and disciplines.

Our Approach

Careers

Our team is the secret to our success. See our open opportunities.

Join Our Team

Family, Forward.

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