- Matthew Lampman - Vice President - Operations
- Myra Nicholson - General Counsel
- Ed Cofrancesco - President
- Jeffrey G. Winn - Managing Partner
- David Weinberger - Chief Financial Officer, Chief Operating Officer and Chief Technology Officer
- Ann Moore - National Sales Manager
- Nanci Lotvin - Chief Compliance Officer
- Kevin Carreno - In Memoriam
Ms. Nanci Lotvin is a senior investment professional with over twenty years of experience. Ms. Lotvin is currently the Chief Compliance Officer for International Assets Advisory, LLC. She is a senior executive who demonstrates leadership and management in the financial industry. Prior to this role Ms. Lotvin was Director of Compliance for C.K. Cooper and Company , as well as Branch Manager for a Branch office in Melville,which she started from inception. Prior to that role Ms. Lotvin was Director of Operations and Compliance for MetLife, where she put in place processes and procedures that significantly improved the overall performance of the agency. Before joining MetLife, Ms. Lotvin was senior executive at Sandgrain Securities where she performed several key sales and operational functions. Earlier in her career she was a founding member of Windsor Capital Advisors from the initial membership interview through five years of operation.
Ms. Lotvin holds a multitude of qualifying exams Series 7, 63, 24, 27, 9, 10, 55, as well as the Life, Health and Annuity license.
Ms. Lotvin has an extensive Compliance and Operations background and builds effective relationships with clients, management and employees at all levels. Ms. Lotvin has a strong work ethic with excellent organizational skills, with great attention to detail.
Ms. Lotvin holds a Master of Science, Phi Beta Kappa in Education and a Bachelors of Science in Communications.