Our Team
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Brian Gaister
Co-Founder, CEO
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Rodd Macklin
Co-Founder, CFO
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Michael Rubenstein
Partner, Director of Estate and Wealth Planning
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Tom Ryan
Director of Operations
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Kent Andrews
Vice President, Investments
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Jill Sheppard Davenport
Director of Health and Wellness
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Wendy Xu
Managing Director, Private Markets
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Taylor Coe
Managing Director of Pennington Real Estate Partners
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Alex Rongione
Managing Director of Pennington Real Estate Partners
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Trey Sheain
Portfolio Manager
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Megan Bleil
Partner, Family Office Advisor
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Matt Devine
Director, Family Office Advisor
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Amy Beahm
Director, Family Office Advisor
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Guy Scott
Chief Compliance Officer
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Chad Lilly
Vice President, Head of Talent Acquisition
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Roger Staiger
Senior Real Estate Advisor
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Marc Halsema
Senior Advisor
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Pete Feinman
Senior Associate, Founder Engagement
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William Lowrie
Senior Associate, Portfolio Management
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Maria Laura Leon
Client Relationship Officer
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Colin Haupt
Senior HR Advisor
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Courtney Bates
Executive Assistant
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Tod Trabocco
Advisor
