RIA in a Box® is staffed by leading experts in the investment advisor registration and compliance fields.
Our team consists of former securities attorneys, regulators, advisors, and top technologists.
A graduate of Montclair State University, Sola brings over a decade of experience and escalating responsibilities in the insurance industry. Sola has spent significant time volunteering at hospitals as well as the Boys & Girls Club, and continues to build his career in financial services as a Operations Analyst with RIA in a Box.
Michelle was previously a Marketing Coordinator and Portfolio Project Manager for a national commercial real estate due diligence company, where she focused on marketing strategy and large scale portfolio project management for some of the nation's largest REITs. She graduated cum laude from Kent State University with a BA in Fashion and Marketing. Michelle is originally from the Washington, DC metropolitan area and enjoys running and yoga.
Chad is a Cleveland native and avid Cleveland sports fan. He graduated from Ohio University with a Marketing degree from the College of Business. He has over 5 years of experience in financial services with a focus on selling to doctors and small to medium size business owners. Chad is a Regional Account Executive for RIA in a Box, partnering with SEC registered RIA’s to help build a culture of compliance. Outside of work, Chad has a passion for all sports with his favorites being football, golf, and skiing. His favorite time is spent exploring the metroparks with his family and pup.
Victoria is a Cleveland native with a B.S. in Finance from Providence College and an MBA from Babson College. Prior to joining RIA in a Box, she worked as a Go-To-Market Product Specialist at Mastercard in New York and a Marketing Information Analyst at Putnam Investments in Boston. In her free time, she enjoys cooking, golfing, and spending time with family.
Robert graduated from Harvard College in 2020 with a degree in Applied Math and Economics with a secondary degree in Computer Science. He played Fullback and Fly Half for Harvard’s Men’s Rugby Team. Previously, Robert worked as the Director of Engagement at Upsolve, which was heralded as one of Fast Company’s 10 most innovative not-for-profit organizations. At RIA in a Box, he works with the Product Team to research and execute innovative new extensions to further expand our industry leading service. In his free time, Robert loves to adventure, play sports, and discuss his favorite television shows.
Scott is a Cleveland native and graduate of John Carroll University where he earned a degree in business administration. He then went on to get his MBA from Cleveland State University. Prior to joining RIA in a Box, Scott worked at OnShift, helping clients in the long-term care and senior living industry navigate their options for SaaS workforce and labor cost management software. In his spare time Scott enjoys weight lifting, going to the movies, and spending time with his family and friends.
Brian is a Cleveland native and graduate of Ohio University where he earned a Bachelor of Science degree in Communication. Prior to joining RIA in a Box, Brian was employed as Professional Services Consultant with Cision/PR Newswire. Working with public relations and investor relations professionals, Brian specialized in on-boarding and implementation, as well as client training and support of various SaaS platforms. In addition to being a husband and proud father, Brian is an incurable musician who enjoys performing and songwriting.
Jametriss is a former State of Florida regulator. She spent 9 years with Florida’s Division of Securities working in Jacksonville, managing the northeast region of Florida; and in Tallahassee managing the south Florida offices (West Palm Beach and Miami). She also worked for FINRA, in their Office of the Whistleblower; and worked in compliance testing and mutual fund compliance for a well-known German bank. In all, Jametriss has 15+ years in compliance and regulation.
Will is a former manager of business development at LX.TV, a digital media content provider acquired by NBC Universal in 2008. Bressman joined the company at its founding and during its growth, Bressman helped broker distribution and content partnerships. Prior to LX.TV, Bressman worked on strategy and analytics projects at Good Morning America. Bressman holds an MBA from the Graduate School of Business at Stanford University and is a graduate of Harvard College magna cum laude with a degree in History.
Brendan is a recent graduate of Bowling Green State University where he earned his Bachelor of Arts in Communications with a career focus in Business Management. In his spare time he enjoys spending time with his family, cheering on Cleveland sports teams and exploring the outdoors.
Nicole is a Cleveland native and graduate of John Carroll University where she studied International Business and Spanish. Prior to joining RIA in a Box, she worked in a sales development role at a silicon-valley based SaaS technology company. Currently, she is working on earning her MBA with a concentration in Marketing from Cleveland State University. In her spare time, Nicole enjoys travelling and spending time with family and friends.
Anissa, a Brooklyn, New York native, graduated from The Pennsylvania State University where she obtained a Liberal Arts degree and two minors in English and Psychological Science. Prior to joining RIA in a Box, she worked for BrainPOP and Scholastic where she held the position of Product Integrity Specialist.
Thomas graduated from Binghamton University with a bachelor's degree in Computer Engineering and a master's degree in Electrical Engineering. He is a native New Yorker and believes that Brooklyn has the best pizza and bagels. When his eyes aren't glued to a monitor screen, he unwinds by going to the gym, playing an intense game of handball, or enjoying the occasional video game.
Clay is a recent graduate from THE Ohio State University where he earned his bachelors of Arts and Science. Before joining RIA in a Box, he previously worked as a Quality Engineer monitoring, testing and inspecting products to make sure they meet specific standards. In his free time he likes to explore new places, stay active and cheer for the Cleveland teams and Buckeyes.
Sam has over 20 years of financial services consulting and business analysis experience. Prior to joining RIA in a Box®, Sam was a Senior Practice Management Consultant at Charles Schwab – providing guidance and consulting to help investment advisors realize their aspirations for independence, growth, efficiency and profitability. Sam also served as Director of Business Analysis at First Marblehead, overseeing a team responsible for corporate operational metrics, marketing analytics, accounts receivable analytics and institutional client reporting, and he was Assistant Vice President of Research at State Street Corporation, focusing on competitive intelligence and client research. He earned his bachelor’s degree in Integrated Studies with a concentration in Marketing from George Mason University and a master’s degree in Management with a concentration in Operations Management from Harvard University. Sam holds a Six Sigma Lean Fundamentals certification.
David’s career in financial services spans over thirty years. After working with several major Wall Street firms and banks, David transitioned to the public sector to work for the state of Florida assisting with the regulation of insurance and securities agents, broker/dealers, and investment advisers. While at the state of Florida, David served as the Tampa Area Financial Manager for the Florida Office of Financial Regulation and was also a member of a NASAA Auction Rate Securities taskforce which helped negotiate the return of several hundred million dollars in assets to customers.
Alex is a recent graduate from the University of Dayton where she earned her Bachelor of Arts and Sciences degree. She previously worked for Children's Hunger Alliance where she worked to design and implement programs to be enforced in various schools and aftercare sites throughout the Cleveland area. In her spare time, she enjoys working out, traveling, and spending time with her friends and family.
Christopher DiTata, Esq. is our Vice President and General Counsel. He holds a JD from NYU School of Law and a BA in Economics from the University of Pennsylvania. Mr. DiTata is a member of the New York State Bar Association, the Financial Planning Association, and a licensed real estate broker. A former associate of Goodwin Procter, LLP and Babchik & Young, LLP, he brings a compliance and business law background to the company, with specialized knowledge in corporate governance and fund formation.
Tate is a recent graduate from Ohio State University where he earned his bachelors of Human Ecology degree with a specialization in Consumer and Family Financial Services. He was a member of the Men's Varsity Football team. Before joining RIA in a Box he previously worked as a Financial Representative. In his spare time he enjoys staying active, and watching Ohio Sports Team.
Derick is a recent graduate from the University of Pennsylvania where he earned his bachelors of Arts and Sciences degree. He was a member of the Men's Varsity Lacrosse team. Derick is originally from Connecticut and works out of the New York headquarters. In his spare time he enjoys making music and is an avid sports player.
Stephanie Esposito is a Cleveland native and graduate of Kent State University where she earned a BFA in Fashion Design. She has since spent the past 7 years in New York City assisting with the launch and as an original member of fashion-tech start up Armarium, then continuing her career as a Private Client Stylist at The Webster. After relocating back to her hometown, Stephanie will be leading the sales of the Private Fund platform at RIA in a Box. She is excited to re-discover Cleveland, hike the metroparks and spend time with her close friends and family.
Jen was previously the Director of Institutional Sales at Equity Trust Company, a Cleveland, OH-based IRA custodian, where she led a team of business development and relationship management associates. Prior to Equity Trust Company, she spent over 7 years at KeyBank, where she led a team of Treasury Management sales officers focused on serving business clients under $30MM in annual sales. She graduated magna cum laude from the University of Kentucky with a BA in Psychology, where she was also a member of the national champion cheerleading squad for both the men’s football and basketball teams. Jen graduated magna cum laude from the University of Akron with a MA in Communications. She is based out of the Cleveland office.
Joe has over 25 years of experience growing technology organizations, having held CFO and/or COO positions at firms including Digi-Me, Infogroup, Alterian and Open Port Technology. Joe is a CPA with a M.B.A in Finance from DePaul University and B.S. in Accounting from the University of Illinois at Chicago. He is a Director – Emeritus for the Illinois Technology Association, having previously served as its Treasurer. Joe is from Chicago and loves sports and spending time with his family.
Before joining RIA in a Box, Natasha spent three years with the Colorado Public Employees' Retirement Association as a Benefit Specialist, where she helped pension plan members plan for and understand their retirements. She holds an M.B.A. from the University of Colorado at Denver and is a published author in the realm of environmentally sustainable business practices. In her other life, Natasha is a professional actor and comedian, and holds B.A. in Theatre Performance from Pomona College. She spent many years performing with various theatres in Denver, as well as two seasons singing with Opera Colorado, and presently performs improv comedy regularly at the Magnet Theater. Any free time is spent attending to the needs of her very demanding and adorable cat.
Prior to Nikki’s role as Client Analyst with RIA in a Box, she came from 12 years’ experience in the plastics industry. Seven of which was as an Administrative Assistant on the distribution side, and five as a Supervisor and Executive Assistant on the manufacturing side. Most recent, she enjoyed a brief stint in sunny Arizona, working as a GM at a bakery franchise, Nothing Bundt Cakes where she savored the cake daily. She enjoys spending time with her two teenage daughters, dog, being outside in the fresh air and sipping on an occasional glass of wine.
Jill is a Cleveland native, and a graduate of THE Ohio State University where she was a student in the Honors College. Before joining RIA in a Box as a Sales Development Representative, she worked in restaurant management including heading the brewpub at Cleveland's own Great Lakes Brewing Company. Jill lived in Nashville for a short time before deciding to bring her talents and her cowboy boots back to Cleveland. She enjoys craft beer, fishing on Lake Erie, and loves Bruce Springsteen.
Originally from Rochester, NY, Jack moved to the Cleveland area to attend John Carroll University where he earned a BS in Finance. He was a member of the Varsity Football team. Prior to joining RIA in a box, Jack completed an internship with Facet Wealth. Jack is based out of the Cleveland office and is excited to join the sales team! In his spare time he enjoys working out, traveling, and watching sports with family and friends!
For the past 8 years, Chad worked for the State of Michigan as the Securities Examination Manager where he oversaw the examination program. While working for the state, Chad was also very active with NASAA, as a member of multiple project groups including Investment Adviser Operations and presenting at many conferences including Investment Adviser Examiner Training. Prior to working for the state, Chad spent 8 years in the private sector working for various broker-dealers and investment advisers across the nation. In his 16+ years in the industry, Chad has successfully conducted hundreds of examinations and investigations.
Ann is from the great state of Texas where she was a former regulator for the Registration Division of the Texas State Securities Board. Ann has reviewed and registered hundreds of investment advisers, broker-dealers and securities offerings over the years. She graduated from Texas State University with a BA in Business Management. While at Texas State, Ann was a 4 year member of the University dance team, the Texas State Strutters. Ann enjoys chocolate, wakeboarding and staying active with her husband and two dogs.
Originally from Marion, Ohio, Dave moved to the Cleveland area to attend Baldwin Wallace University in 2005. At Baldwin Wallace, Dave majored in Business Management and Human Resources, along with being an active student leader in various organizations. Prior to RIA in a Box, Dave held several sales roles with MRI Software, a leading real estate software company. Dave enjoys spending his free time with his daughter, smoking meats on his Traeger and cheering for Cleveland and Ohio sports teams.
Kelly spent 15 years with the Ohio Division of Securities. While there she held several positions including Enforcement Attorney, Director of Outreach and Education and Licensing Counsel. Before joining the Division of Securities, Kelly worked as an Assistant Prosecuting Attorney and Assistant Attorney General. Kelly also spent 3 years as Compliance Officer at Chase Investment Services Corporation (nka JPMorgan Investments) in their Legal and Compliance Department. When not thinking about Compliance, Kelly spends time on a mat as a 200 hour certified yoga instructor.
Colleen spent fifteen years with the Kentucky Division of Securities including eight years as its Director. She also served as Enforcement Manager and counsel to the Division and litigated both civil and administration cases on behalf the agency. While with the Division, she served as vice-chair of the NASAA Investment Adviser Section and as a member of the CRD/IARD Steering Committee during the time IARD was initially launched in 2001.
Riley is a graduate of Northern Arizona University where she received dual Business Administration degrees in Marketing and Management as well as double minors in Spanish and Latin American Studies. Post College, Riley lived in Costa Rica and worked as a Marketing Associate for EARTH University, a non-profit focused on Agricultural Education. Since leaving Costa Rica, she has lived and worked all over the US, holding various positions including Event Coordinator in San Francisco, as well as Chief of Staff in New York City working for a company under Young & Rubicam. Riley is joining the RIA in a Box team with varied experience that has led to a well-rounded portfolio. In her free time, she enjoys hiking, hanging with friends and family, traveling the world, exploring new cities and restaurants, and blogging about her many endeavors.
Meredith is a graduate of Ohio University with a BS in Visual Communications and Marketing. Before joining RIA in a Box, she worked for a publishing company as a Marketing Coordinator in Boston, MA, focusing on project management and social media strategy. Meredith tries to travel every chance she gets and enjoys spending time with family, friends and her two pups.
GJ previously worked in the investment management division of Goldman Sachs serving as a trusted advisor to a select group of high net worth entrepreneurs, families, and foundations. King holds an MBA from the Graduate School of Business at Stanford University and a BA from Brown University where he graduated magna cum laude. At Brown, King was a member of the varsity basketball team and still plays regularly. He also previously held the Series 7 and 66 licenses. GJ is a Chicago native and currently resides just outside of Cleveland.
Grace is a Cleveland native and recently graduated with honors from Ursuline College. She received a degree in Marketing Communications and a minor in Psychology. She is based out of the Cleveland office and is excited to begin her career. In her free time, she enjoys cooking, being outside, and spending time with family.
Mike leads Product Management at RIA in a Box. He has 9+ years of product management experience developing innovative products for various use cases in fintech - from early stage startups in wealthtech, most recently Decipher Finance, to large company experience developing innovative data-oriented products in the financial services space at Dun & Bradstreet- as well as developing and launching industry leading products in the banking/ risk management space at Sageworks. Mike holds a BA from Yale University and MBA from University of North Carolina. In his free time, Mike enjoys travel, concerts, sports, and spending time with his family.
Marc works on the product management team at RIA in a Box. He has over 10 years of operating experience in product, operations, and client-facing roles at high-growth technology companies. Prior to RIA in a Box, Marc had increasing responsibility developing, launching, and optimizing products, solutions, and services at Sageworks. He holds a BBA in Finance from Baruch College.
Chris grew up in Cleveland Ohio and graduated from Mercyhurst University in 2019 with a degree in Business Management. Prior to joining RIA in a Box, Chris worked as a Regional Account Specialist at Asurint, a technology company located in downtown Cleveland. His prior role included cold calling new prospects and reaching out to check in on current clients. Chris is a huge Cleveland sports fan and he enjoys playing golf and basketball as well.
Valentine holds an Associate Degree in Logistics Management and Transportation from the Technical Institute University of Le Havre, France. Prior to joining RIA in a Box Valentine was working as a Dairy Buyer for a supermarket company where she helped with increasing her department sales. When she is not busy coding the future, she loves watching sports especially basketball and to spend time with family. Valentine also knows that French food is the best in the world!
Marilee is a graduate of Bowling Green State University where she earned a Bachelor of Science in Apparel Merchandising and Product Development. She spent the last 2 years with Target, leading a 100+ team as the Executive Team Leader of Human Resources. She likes to spend her time outdoors, with friends and family, and giving back to the community.
Kate is a Cleveland native with over 8 years of experience in the Insurance and Financial Services industries. Most recently working as an AML/BSA Compliance analyst at a local Cleveland Company, AML RightSource. Kate is a graduate of Cleveland State University and holds a degree in Sociology. On the weekends she can be found hiking, reading and loves trying out new recipes.
Mr. Melkonian built his career in compliance designing AML (anti-money laundering) campaigns and creating due diligence systems for Wall Street firms and nation-wide broker/dealers. Mr. Melkonian brings a background in law, concentrated compliance industry experience, and a tireless dedication to his clients’ well being.
Brooke graduated cum laude from the University of Dayton where she received her Bachelor of Science degree in Business Administration with a dual major in Finance and Marketing. Before joining the RIA in a Box team, she worked as a Marketing Specialist for Invacare where she helped implement and launch a connectivity platform for one of the respiratory medical devices as well as assisted in launching a new marketing channel for the company. In her free time she enjoys exploring new places in downtown Cleveland, traveling, spending time with family, and finding new dinner recipes to cook!
Nate is a Cleveland native and proud John Carroll University graduate where he studied Business Administration. Prior to joining RIA in a Box, Nate was a Market Development Manager focusing on the development of new and emerging markets and also has experience as a Financial Analyst. In his free time Nate enjoys playing soccer, spending time with family & friends, and coaching his son’s sports teams.
Amanda is a graduate of Baldwin Wallace University with a B.S. in Public Health and also focused her studies in Biology and Psychology. In college, she was a nationally competitive weightlifter. In her free time she enjoys exercising, rock climbing, and cooking.
Alonso graduated from The City College of New York where he obtained his Bachelor of Engineering in Electrical Engineering. Prior to RIA in box he worked as an optics engineer intern at a photonics lab during the week and as a swim instructor/coach during the weekends. When not glued to the computer screen coding, Alonso loves to go work out at the gym or play a fun game of soccer with friends.
Hannah is a UX designer at RIA in a Box. She is passionate (and fussy) about all things design. Prior to working at RIA in a Box Hannah worked on UX projects for various companies and start ups. In her free time Hannah hangs out with her dog, attends oil painting classes and balances her love of baking with lots of gym classes.
Caroline graduated from the University of Mount Union where she received a degree in media studies and later attended John Carroll University and obtained a master's degree in nonprofit administration. Prior to joining the team at RIA in a Box, Caroline was an event planner focused on large-scale corporate events and weddings. In her free time, Caroline likes to be outdoors, read, and spend time with her family.
Dorothy is from the Lone Star State where she was a former regulator for the Inspection and Compliance Division of the Texas State Securities Board. Dorothy has reviewed and inspected hundreds of investment advisers and broker dealers over the years. She graduated from Texas State University where she earned her BA in Fashion Merchandising and minor in Business Administration. Before that, Dorothy was a member of the Temple College Volleyball Team where she played middle blocker. In her spare time, she enjoys church, country concerts, being at the lake and staying active with her husband and kids.
Sarah is a Cleveland native and graduated from John Carroll University with a degree in Communications and a minor in Entrepreneurship. Prior to RIA in a Box, she worked in sales at The SpyGlass Group and at OnShift. In her free time, she enjoys working out at Orangetheory, spending time with her friends and family and vacationing in Siesta Key, Florida.
Brittany Pride is an Ohio native and a graduate of The Ohio State University where she earned a degree in International Studies with a minor in global marketing. After graduation, Brittany moved to New York City and started her career at a leading magazine publisher. After almost a decade, Brittany returned to Ohio and settled in Cleveland. Most recently Brittany worked with manufacturing and engineering clients to expand their capabilities and improve productivity. Brittany is an avid reader, runner, writer and enjoys spending time with her husband and young son.
Maureen Redmond joined the RIA in a Box team in October 2015 as an Account Executive working with both state and SEC registered firms. As a senior member to the team, Maureen serves as a trusted resource to prospects and clients to assist with solving problems by providing valuable resources and tools tailored specifically to their firm's needs. Prior to joining RIA in a Box, Maureen was part of the Private Client Performance Analyst team at Clearstead in Cleveland, Ohio. In her free time, Maureen enjoys traveling, cheering for Cleveland’s sports teams and spending time with family and friends.
Anthony is a Cleveland area native and graduate of the University of Akron where he received his B.B.A in Marketing Management & Sales Management. Upon graduating, Anthony relocated to Texas to further his professional career. Prior to joining RIA In A Box, Anthony worked for Diebold Nixdorf and Enterprise Fleet Management as an Account Manager - consulting with his clients to provide guidance on how to operate more efficiently and cost effectively while maintaining a high level of focus on client service. When he is off the clock Anthony enjoys: spending time outside with his family & friends, finding new places around the city, and watching Cleveland sports teams.
Beth has over five years in the financial services industry, working for Fifth Third Bank and Quicken Loans. She is a graduate of Ashland University where she earned a Bachelor of Science in Business Administration with a focus on Business Management and Entrepreneurship. She spent the last 2 years with AML RightSource, an AML/BSA compliance company based out of Cleveland, Oh. Outside of work, Beth enjoys traveling as much as possible, buying more books than she can read, and going to as many dollar-dog-night Indian’s games as she can.
Jeff is a graduate of Ohio University where he received his bachelors degree in both Management Information Systems and Communications. He previously worked for a promotional products company where he held the title of Marketing Manager. Jeff also assisted the sales team in attending tradeshows and conferences across the country. In his spare time, he likes to attend Cleveland sporting events, play softball, and spend time with family and friends.
Jennifer joined RIA in a Box from Record Access Corporation, in New York, New York. As a legal assistant at Record Access Corporation, Jennifer worked on behalf of numerous defense lawyers , to expedite the process of gathering pertinent information for medical malpractice lawsuits. Jennifer received her Bachelor’s degree in Criminology from John Jay College of Criminal Justice. In her spare time, Jennifer enjoys traveling, spending time with friends, and watching Crime T.V. shows.
Ben graduated from the University of Tennessee-Chattanooga with a degree in Business Administration and previously worked with Staples corporate office as a Print & Marketing Account Manager. He joined RIA in a Box as a Client Support Coordinator and enjoys travelling in his spare time.
Steven is the Director of Sales at RIA in a BOX and works with individuals in establishing their own independent Investment Advisory practices. He provides guidance related to navigating the regulatory RIA application process and the essential RIA practice management components such as compliance, custody and clearing, technology, and E&O insurance.
Kin is the Chief Technology Creationist for RIA in a Box. He holds both a Bachelor’s and a Master’s degree from New York University. In his spare time, Kin likes candle-lit dinners, long walks along the water by the pale moonlight, and rescuing both kittens and puppies from burning trees.
A portrait of Paul adornes every structure on his HayDay Farm where he rules with an iron fist. Paul holds a Master's degree from NYU in Computer Science.
Peter is a lifelong New Yorker. His experience previous to RIA in a Box includes building a startup from the ground up on the Operations side and assisting on the UI/UX of a construction planroom application. When not obsessively coding, he finds the time to coach marathon runners for charity, eat unhealthy amounts of pizza, and stay involved in the art community. Peter attended Cooper Union for engineering, and couldn't be more excited that he can speak on the East Village "when it used to be gritty and cooler" because of that experience.
Emily previously worked at Record Access Corporation where she gathered private information from insurance companies and hospitals during the discovery phase of a medical malpractice lawsuit. Originally from Southern California, Emily began her career at Kaiser Permanente as a Workers Compensation Claims Processor where she worked extensively with patients, employers, insurance agencies and physicians. Emily has a BS in Criminal Justice Administration. In her free time she enjoys traveling, photography and running in Central Park.
Jason joined RIA in a Box from the Office of the Kansas Securities Commissioner where he worked as a Senior Special Agent. In that role, he investigated alleged violations of Kansas securities law as a sworn law enforcement officer. He also worked in the compliance department, where he started with the office in 2011, conducting investment adviser and broker-dealer examinations. Jason served two years on the NASAA Investment Adviser Cyber Security and Technology Project Group dealing with issues related to cyber security regulation and recommendations for state registered IAs. Prior to working for the State of Kansas, Jason worked in the financial and insurance industries as an agent of a broker-dealer and an insurance adjuster. Jason is a graduate of Kansas State University with a B.S. in Operations Management, and the Kansas Law Enforcement Training Center.
Matt is a graduate of Baldwin Wallace University where he received his bachelors degree in Finance and Accounting. At Baldwin Wallace, Matt was a member of the varsity basketball and golf teams. He previously worked for an RIA firm where he served as the Portfolio Manager while holding his Series 6 license. Matt enjoys playing basketball and golf and loves spending time with his daughter.
Julie is a Cleveland native and graduate of John Carroll University where she studied Political Science and entrepreneurship. Prior to joining RIA in a Box, she worked in lobbying, political campaigns, and customer service work. Julie enjoys running, cooking for friends and family, and hanging out in downtown CLE exploring new areas. Julie is excited to join such an exciting company and team!
Tommy has worked in private wealth management in New Jersey and New York City since graduating from Loyola University Maryland with a degree in Finance. He previously held Series 7 and Series 66 licenses. In his free time, Tommy enjoys sailing his boat on the Barnegat Bay, traveling, and avidly following the Philadelphia Eagles. Tommy works out of the main headquarters in New York.
Born and raised in NYC, Joey graduated with a degree in computer engineering from Binghamton University. Prior to working for RIA in a box, Joey ventured to China for a year to work while improving his Chinese. When Joey isn't at work or commuting back and forth from Queens, he's at home with his 2 german shepherds going out for runs or playing fetch.
McKenzie is a Cleveland native and a graduate of John Carroll University where she studied Marketing and Entrepreneurship. Prior to joining RIA in a Box, she had sales and marketing internships at Steris and GE Lighting. She is based out of the Cleveland office and is excited to be a part of the team! In her spare time, she enjoys traveling and spending time with friends and family!