About Us

The Client Services Team

Lori Bettinger
Lori Bettinger

Co-PresidentBio

David Brooks
David Brooks

Senior Managing DirectorBio

Francesco Chichizola

Financial AnalystBio

Amy Foster

Event and Client Engagement ManagerBio

Kelsey Glading
Kelsey Glading

Senior AdvisorBio

Brian Good

Regional DirectorBio

Wayne Gore
Wayne Gore

Senior Managing DirectorBio

Caroline McCormick
Caroline Hall

Event and Client Engagement DirectorBio

Brendan Hart

DirectorBio

Jacqueline Kennedy

Assistant Vice PresidentBio

Brennan Kolar

Financial AnalystBio

Clarence Nichols

DirectorBio

John Pulliam

Vice PresidentBio

David Schwarz
David Schwarz

Senior Managing DirectorBio

Tom Thompson

Regional DirectorBio

Please note, the Client Services Team is employed by Alliance Partners.