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  Executive Committee

Consulting Research Group

Business Operations Group
    Ben Goldstein
    Kathy Del Corso-Chase
    Denise Buchanan
    Patricia H. Picquet
    John Appleby
    Connie Dixon

Advisor Support Group
  BUSINESS OPERATIONS GROUP

The Business Operations Group represents a team of professionals dedicated to ensuring the smooth operational pooling of talent and resources across the firm – so that every client experiences the same high-touch, "Best of Minds" service and support we offer. Areas of focus include: Client Services, Compliance, Performance Reporting, Finance, HR, Administration, Application Development, IT, Integration, and Marketing.

Ben Goldstein
Managing Director,
Head of Business Operations Group

Kathy Del Corso-Chase
Senior Director,
Human Resources

Denise Buchanan
Senior Director,
Chief Compliance Officer
Patricia H. Picquet
Senior Director,
Marketing
John Appleby
Managing Director,
Project Management & Acquisitions
Connie Dixon
Director, Finance