Skip to content

OUR PARTNERS

We Help Your Family Live Well, Sleep Well, and Be Well.

BOARD MEMBERS

Mike Moran

Mike Moran

CEO & Managing Partner, Walnut Ridge

Scott Roulston

Scott Roulston

Advisory Partner

Jordan Federbush

Jordan Federbush

Vice President, The Pritzker Organization

Jason Sussman

Jason Sussman

Managing Partner, The Pritzker Organization

Michael Novak, CPA/PFS, AEP®

Michael Novak, CPA/PFS, AEP®

Founder & CEO

Jeff Kadlic

Jeff Kadlic

President & Chief Operating Officer

Johnny Sirpilla

Johnny Sirpilla

Chief Experience Officer

INVESTMENT COMMITTEE

Larry Babin

Larry Babin

Chris Jones

Chris Jones

Co-Founder & Managing Partner, Align Capital Partners

Jon McCloskey

Jon McCloskey

Vice President & Chief Investment Officer, Parkwood

Larry Wolf

Larry Wolf

CEO, Red Diamond, Ltd.

Rich Turgeon, CFA®, CAIA®, MSFS®

Rich Turgeon, CFA®, CAIA®, MSFS®

Chief Investment Officer, Senior Managing Director

CONTACT US

Your family's wealth, wellbeing and legacy are our shared priority.