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Leadership
Team

Our leadership team is directly
involved in every decision we make.

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John Corey

John Corey

Co-Founder & Chief Executive Officer

Sam Corey

President & Chief Investment Officer
Tom Cottrell

Tom Cottrell

Co-Founder & Senior Vice President
Will Forston

Will Forston

Chief Financial Officer
Chief Operating Officer

Bert Short

Chief Operating Officer
Rawleigh Taylor

Rawleigh Taylor

Chief Revenue Officer
Mason Corey

Mason Corey

Vice President, Asset Management
Katie Defebo

Katie Mehalic

Vice President, Client Experience & Operations
John Perrin

John Perrin

Vice Chairman
Dave Bosher

Dave Bosher

Advisory Board Chairman
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