Executive Team
Randall C. Long
Founder & Managing Principal
Jon T. Upham, MA
Principal
Mark Hendrickson, CPA, CFA®
Chief Administrative Officer
William M. Dowd, FCA, EA, MAAA
Managing Principal
Jeremy Holly
Chief Development and Integration Officer
Jorge Bernal
Chief Operating Officer
Sharina Merid, JD
Chief Compliance Officer
Tara Egan, MBA, SPHR
Managing Director, Human Resources
Tony Notermann
Chief Financial Officer