T. Scott McCartan
Chief Executive Officer
Gary Anetsberger
Chief Operating Officer
Brad Markham
SVP, General Counsel
Joan Ackerman
Chief Technology Officer
Terry Dunne
SVP, Director of Marketing
Automatic Rollovers
Reggie Karas
SVP, Senior Marketing Executive
Health Savings Accounts
John Balevic
SVP, Director of Sales
Advisor Services
Sandra Reese
SVP, Real Estate Investments
Scott Foster
SVP, Alternative Investments
Judy Calder
VP, Automatic Rollovers
Belinda Cheeks
VP, Investment Advisor Client Services
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Mary Hackbarth
VP, Health Savings Accounts
Lisa Lowery
VP, Operations
Karla Mansfield
VP, Controller
Jean Moran
VP, Manager of Special Projects
Jeanne Reder
VP, Client Services
Danita Spears
VP, Alternative Investments Client Services
Libra Carter
AVP, Futures Department
Kathy Herbert
AVP, Automatic Rollovers
Dawn Jurewicz
AVP, Alternative Investments Client Services
Maribeth Servello
AVP, Trust Officer
Janice Vlaisavich
AVP, Investment Advisory Group
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