Contact Us

Meet The Team

Skill
Entity

  1. Christopher Marston, Esq.

    Chief Executive Officer Exemplar Companies, PBC.

  2. Steven R. Monticone

    President and Chief Operating Officer, Exemplar Companies, PBC

  3. Kara Davis

    Chief Human Capital Strategist, Exemplar Companies, PBC

  4. John Van Ermen

    Head of Wealth Management

  5. Marc Whirl

    Director of Strategic Growth

  6. Jessica Lucha

    Operations Manager, Exemplar Companies, PBC

  7. Diana Mullins

    Executive Assistant to the CEO, Director of Business Administration, Exemplar Consulting LLC

  8. Sheena Granger

    Director of Consulting Operations

  9. Ava Richnafsky

    Project Manager

  10. Amanda Rodriguez

    Planning & Analysis Specialist

  11. Emma Mallory

    Affiliate

  12. William Dodge

    Frational COO/CFO

  13. Richard Strauss, Esq.

    Vice President, Exemplar Law, LLC

  14. David Merrick

    Senior Director-Tax Strategy Exemplar Law, LLC

  15. Louis Amatucci, Esq.

    Managing Director, Head of Securities Practice, Exemplar Law, LLC

  16. Vivian Liu

    Corporate Attorney

  17. Keshia Joachim

    Special Counsel, Exemplar Law, LLC

  18. Nicole Hopkins

    Strategic Relationship Manager

  19. Ryan Milam

    VP Tax Products

  20. Katherine Brand

    COO

  21. Seth Johnson

    VP of Distribution

  22. Andrew Szabo, CFA

    Managing Director

  23. Gilles Cote

    Managing Director

  24. Stacey Lavender

    CCO

  25. Richard Feldman

    FINOP

  26. Paul Dickson

    Sr. Managing Director of Mergers/Acquisitions

  27. Frank Marino

    Sr Managing Director

  28. Brian Kane

    CPA

  29. Patrick Rowland

    CPA, Exemplar Tax Strategies, LLC

  30. Chris Ashoff

    Managing Director

  31. Bob Hertz

    Managing Director of Health Tech Commercialization