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. Alan Theriault

    Director of Tax, EA, MST, MBA

  6. Marc Whirl

    Director of Strategic Growth

  7. Jessica Lucha

    Operations Manager, Exemplar Companies, PBC

  8. Diana Mullins

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

  9. Sheena Granger

    Director of Consulting Operations

  10. Ava Richnafsky

    Project Manager

  11. Amanda Rodriguez

    Planning & Analysis Specialist

  12. Emma Mallory

    Affiliate

  13. William Dodge

    Fractional COO/CFO

  14. Richard Strauss, Esq.

    Vice President, Exemplar Law, LLC

  15. David Merrick

    Senior Director, Tax Strategy, Exemplar Law, LLC

  16. Louis Amatucci, Esq.

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

  17. Vivian Liu

    Corporate Attorney

  18. Keshia Joachim

    Special Counsel, Exemplar Law, LLC

  19. Ryan Milam

    Vice President, Tax Products

  20. Katherine Brand

    Chief Operating Officer

  21. Seth Johnson

    Vice President of Distribution

  22. Andrew Szabo, CFA

    Managing Director

  23. Gilles Cote

    Managing Director

  24. Stacey Lavender

    Chief Compliance Officer

  25. Richard Feldman

    FINOP

  26. Frank Marino

    Senior Managing Director

  27. Brian Kane

    CPA

  28. Chris Ashoff

    Managing Director

  29. Bob Hertz

    Managing Director of Health Tech Commercialization