Our Team

RIA in a Box® is a leading SaaS provider with compliance and operations solutions for all RIAs.
Our product is built by leading product managers and developers and
backed by a team of regulatory experts.

 

Client Advocates

 

Brian Bolden RIA in a Box Team Page

Brian Bolden

Client Advocate

Brian Bolden

CLIENT ADVOCATE

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.

Jennifer Fair RIA in a Box Team Page

Jennifer Fair

Vice President of
Client Services

Jennifer Fair

VICE PRESIDENT OF CLIENT SERVICE

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.

Jeff Fedor RIA in a Box Team Page

Jeff Fedor

Client Advocate

Jeff Fedor

CLIENT ADVOCATE

Jeff is a Cleveland area native and graduate of Ashland University where he received B.S. in Business Administration & Management.  Prior to joining RIA In A Box, Jeff worked in the office products industry for the past ten years. In his last position, with W.B. Mason Co., Jeff served as a Business Service Specialist as well as the Maintenance Lead for the Midwest region. In this role, Jeff focused on finding creative solutions for unique customer issues and served as part of the company’s acquisition team. When out of the office, Jeff runs a small sports business aimed at growing the sport of lacrosse throughout Ohio. He also enjoys coaching lacrosse, playing hockey, and collecting vinyl records.

RIA in a Box Team Page Emily Goetz

Emily Goetz

Client Advocate

Emily Goetz

CLIENT ADVOCATE

Emily is a native of Huntington WV. She graduated from Miami University where she received a Bachelors in Business Administration with a focus in Marketing. She then obtained her MBA from the University of Findlay with a focus in Organizational Leadership. Prior to RIA in a Box, she spent 4 years at a tech start-up based in Chicago IL. While there, she worked the majority of her tenure as an Ops Support Manager, leading teams in the Customer Success Department, specifically focusing on how changes impacted customers and ensuring they were always top of mind. In her spare time, Emily enjoys coffee, rollerblading, and trying new restaurants.

Grace Libava RIA in a Box Team Page

Grace Libava

Head of Client Outreach

Grace Libava

HEAD OF CLIENT OUTREACH

Grace graduated Magna Cum Laude from Ursuline College where she majored in Marketing Communications and minored in Psychology. She began her career at RIA in a Box on the Client Service team as a Client Advocate before moving into the Head of Client Outreach role. Grace is a Cleveland native and enjoys cooking, being outside, and spending time with family and friends.

Julia Loudin RIA in a Box Team Page

Julia Loudin

Client Advocate

Julia Loudin

CLIENT ADVOCATE

Julia is a Cleveland native and graduate of Kent State University where she earned a degree in Public Relations. She joined RIA in a Box with over five years of Client Service and Project Management experience in construction. Julia likes to spend her weekends trying to conquer one of her many hobbies such as embroidery and refurbishing thrifted furniture, but more than anything she enjoys spending time with her son, preferably exploring outside.

Marilee McCoy RIA in a Box Team Page

Marilee McCoy

Head of Client Onboarding

Marilee McCoy

HEAD OF CLIENT ONBOARDING

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 Medve RIA in a Box Team Page

Kate Medve

Client Advocate

Kate Medve

CLIENT ADVOCATE

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.

Melissa Mohney RIA in a Box Team Page

Melissa Mohney

Client Advocate

Melissa Mohney

CLIENT ADVOCATE

Melissa graduated from Ohio University earning a Bachelor of Business Administration, majoring in Marketing.   

She joins the RIA in a Box team bringing decades of experience in relationship and account management. Throughout her career she has worked with many nationally recognized nonprofit organizations overseeing their donor renewal, reactivation and acquisition programs.   

Melissa has 2 sons and is an avid college football fan. You can find her on Saturdays during the season watching the games with her friends. She enjoys listening to most live music. Ask her why Madonna is her idol (her answer will surprise you)!

Brooke Mulcahy RIA in a Box Team Page

Brooke Mulcahy

Client Advocate

Brooke Mulcahy

CLIENT ADVOCATE

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!

Tom Ott RIA in a Box Team Page

Tom Ott

Client Advocate

Tom Ott

CLIENT ADVOCATE

Tom was born and raised in the Cleveland area and is a graduate of Baldwin Wallace University. He has nearly 10 years of Client Service/Relationship Management experience. Most recently, prior to joining RIA in a Box, he worked 5+ years managing Investor Relations at a Cleveland based Private Equity Real Estate firm. In his free time, Tom enjoys being outside, traveling, and spending time with family.

Caroline Pillar RIA in a Box Team Page

Caroline Pillar

Client Advocate

Caroline Pillar

CLIENT ADVOCATE

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.

Anthony Robinson Jr. RIA in a Box Team Page

Anthony Robinson Jr.

SEC Advocate Team Lead

Anthony Robinson Jr.

SEC ADVOCATE TEAM LEAD

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 Rosepal RIA in a Box Team Page

Beth Rosepal

Senior Onboarding Coordinator

Beth Rosepal

SENIOR ONBOARDING COORDINATOR

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.

Andrew Spicher RIA in a Box Team Page-1

Andrew Spicher

Client Advocate

Andrew Spicher

CLIENT ADVOCATE

Andrew is a native of Erie, Pennsylvania and is a graduate of Baldwin Wallace University where he earned his Bachelor’s in Exercise Science. While at Baldwin Wallace, Andrew was a member of the lacrosse team. Prior to joining RIA in a Box, Andrew was employed as a Client Success Partner at Sterling Talent Solutions where he worked closely with HR Managers and Recruiting coordinators to assist in the facilitation of their background screening & on- boarding programs. In his free time, Andrew enjoys golfing, traveling, and coaching lacrosse.

Kate-Lynn Urgo RIA in a Box Team Page

Kate-Lynn Urgo

Onboarding Coordinator

Kate-Lynn Urgo

ONBOARDING COORDINATOR

Kate-Lynn is a Cleveland Native and graduate of Lake Erie College with a BS in Sport Management. After graduation, she started her career working in college athletics as an event management and game day operation manager at Tiffin University and Case Western Reserve University for about 4 years. During her time at Tiffin University, Kate-Lynn earned her MBA in general management and leadership. Outside of work, she is a huge Indians and Browns fan! She also enjoys spending time with friends and family, being active and exploring Cleveland.

Racheal Warner RIA in a Box Team Page

Racheal Warner

State Advocate Team Lead

Rachael Warner

STATE ADVOCATE TEAM LEAD

Racheal is a Cleveland native and graduate of Edinboro University of Pennsylvania where she studied Business Administration. Prior to joining RIA in a Box, she was the manager of the American Cancer Society Hope Lodge overseeing the day-to-day operations of the facility. She also worked as a Supply Chain Supervisor at a national sign company overseeing and managing relationships with vendors across the United States. In her spare time, she enjoys reading, hiking, working out, and spending time with friends and family.

Matt Warren RIA in a Box Team Page

Matt Warren

Sales Engineer

Matt Warren

SALES ENGINEER

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.

 

Compliance Analysts & Registration

 

RIA in a Box Team Page Sadie Adams

Sadie Adams

Compliance Analyst

Sadie Adams

COMPLIANCE ANALYST

Sadie is from the Cincinnati, OH area. Prior to joining RIA in a Box, Sadie spent 7 years working in the compliance department of an SEC registered RIA. In her role as the compliance supervisor she provided compliance guidance to advisors nationwide. Sadie graduated with an Associate of Arts degree and is currently working towards obtaining her bachelor’s degree in accounting. In her spare time, Sadie is an avid reader and enjoys spending time with her husband and young daughter.

Anissa Chambers-Watson RIA in a Box Team Page

Anissa Chambers-Watson

Assistant Director of Registration

Anissa Chambers-Watson

ASSISTANT DIRECTOR OF REGISTRATION

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.

Becky Collins RIA in a Box Team Page

Becky Collins

Director of Registration

Becky Collins

DIRECTOR OF REGISTRATION

Becky graduated from York College of Pennsylvania where she earned a Bachelor of Science in Finance. Upon graduating, Becky worked for Morgan Stanley in banking operations. For the past six years, she was a Securities Examiner with the Pennsylvania Department of Banking and Securities focusing on investment adviser registration. In her spare time, Becky enjoys spending time outside with her family and animals on their hobby farm.

Ann Hauerland RIA in a Box Team Page

Ann Hauerland

Head of Registration and Regulatory Affairs

Ann Hauerland

HEAD OF REGISTRATION AND REGULATORY AFFAIRS

Ann is the Head of Registration And Regulatory Affairs. Ann graduated from Texas State University - McCoy College of Business with a B.A. in Business Management. She later graduated from Baylor University's Hankamer School of Business with a Master of Business Administration degree. Ann has spent her career working with investment advisers and enjoys helping entrepreneurs in the regulated space. Ann began her career as a regulator with the Texas State Securities Board, Registration Division. Ann has experience with reviewing and approving hundreds of investment advisers, broker-dealers and securities offerings before joining RIA in a Box in 2014.

Heather Nelson RIA in a Box Team Page

Heather Nelson

Compliance Analyst

Heather Nelson

COMPLIANCE ANALYST

Heather is a Texas native and a graduate of the University of Texas at San Antonio where she studied Electronic Communications. Prior to joining RIA in a Box, she worked for dually registered broker-dealer/investment adviser firms executing various compliance functions from licensing and registration to regulatory filings and exam coordination. Heather enjoys spending time with her family at their vacation home on the Frio River, photo-ops with her dogs, and watching her niece and nephew play soccer.

Jennifer Shaw RIA in a Box Team Page

Jennifer Shaw

Compliance Analyst

Jennifer Shaw

COMPLIANCE ANALYST

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.

Emily Uhle RIA in a Box Team Page

Emily Uhle

Senior Compliance Analyst

Emily Uhle

SENIOR COMPLIANCE ANALYST

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.

 

Compliance Consultants

 

Dayli Aleman RIA in a Box Team Page

Dayli Aleman

Compliance Consultant

Dayli Aleman

COMPLIANCE CONSULTANT

Dayli has extensive operational, licensing and registration experience for broker/dealers and investment advisers. Prior to joining Gordian, Dayli was a Client Services Specialist with a Fortune 500 company, providing execution, clearing, and advisory services to clients around the world. Prior to that, she spent 16 years working in operations, licensing and registrations, and the compliance department of a nationwide dually registered BD/RIA. Dayli is experienced in customer service and assisting with regulatory audits and examinations.

Dayli holds her FINRA Series 99 license.

Jametriss Boone RIA in a Box Team Page

Jametriss Rouhlac

Director of Compliance

Jametriss Rouhlac

DIRECTOR OF COMPLIANCE

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.

David Crowther RIA in a Box Team Page

David Crowther

Mock Audit Consultant

David Crowther

MOCK AUDIT CONSULTANT

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.

Virginia Fazio RIA in a Box Team Page

Virginia Fazio

Compliance Consultant

Virginia Fazio

COMPLIANCE CONSULTANT

Born and raised in Brooklyn, NY, Virginia attended St. Francis College where she earned a BA in Psychology & minor in Business. She then worked as an Administrative Coordinator for a division of the New York Stock Exchange. In 2004, Virginia relocated to South Florida to work in Real Estate Development before re-entering the wealth management industry. Prior to starting her career at RIA in a Box, Virginia worked in Operations/New Accounts for an Investment Advisory Service Company and Wealth Management Firm.

Living in South Florida provides the benefits of a great outdoor environment which Virginia takes advantage of daily. She loves to walk, read a good book and enjoy being with her family and friends. She also enjoys baking all types of desserts, which she inherited from her mom who was from South Carolina.

RIA in a Box Team Page Lydia Gabbard

Lydia Gabbard

Director of Compliance, Private Fund Platform

Lydia Gabbard

DIRECTOR OF COMPLIANCE, PRIVATE FUND PLATFORM

Prior to joining RIA in a Box, Lydia worked at a compliance consulting firm where she provided critical compliance support to SEC-registered investment advisers and exempt reporting advisers located throughout the country. She also has experience clerking in-house at a corporation and at multiple law firms. Lydia holds a JD from the University of North Carolina at Chapel Hill and a BA in Political Science from East Carolina University. She is a member of the North Carolina Bar Association. In her spare time, Lydia enjoys playing piano, exploring outdoor trails, and trying local restaurants around Raleigh, North Carolina.

Chad Hartwick RIA in a Box Team Page

Chad Hartwick

Director of Compliance

Chad Hartwick

DIRECTOR OF COMPLIANCE

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.

Ana Hinchcliffe RIA in a Box Team Page

Ana Hinchcliffe

Director of Compliance

Ana Hinchcliffe

DIRECTOR OF COMPLIANCE

Ana Hinchcliffe joined RIA in a Box from the Ohio Division of Securities, where she was an Enforcement Attorney responsible for investigating administrative and criminal violations of Ohio securities laws. Prior to her tenure with the State of Ohio, Ana worked as a staff attorney, primarily on litigation related to the Bernie Madoff Ponzi scheme. She is a licensed attorney and received her B.B.A. in Accounting and Finance from Loyola University Chicago.

Kelly Igoe RIA in a Box Team Page

Kelly Igoe

Director of Compliance

Kelly Igoe

DIRECTOR OF COMPLIANCE

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.

Yulia Kalk RIA in a Box Team Page

Yulia Kalk

Head of Private Fund Operations

Yulia Kalk

HEAD OF PRIVATE FUND OPERATIONS

Yulia has extensive expertise in broker dealer and RIA compliance. Prior to joining Gordian Compliance Solutions, Yulia served as a CCO for a dually registered BD/RIA for 9 years and has significant experience working with FINRA and SEC on various regulatory and compliance issues including routine audits, sweeps, targeted examinations and customer complaints.

Yulia holds FINRA Series 7, 63, 24 and 65 licenses. She graduated from Mills College with a degree in Business Economics and a minor in Math.

Colleen Keefe RIA in a Box Team Page

Colleen Keefe

Director of Compliance

Colleen Keefe

DIRECTOR OF COMPLIANCE

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.

Hovig Melkonian, JD. RIA in a Box Team Page

Hovig Melkonian, JD.

Director of Compliance

Hovig Melkonian, JD.

DIRECTOR OF COMPLIANCE

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.

Dorothy Podzemny RIA in a Box Team Page

Dorothy Podzemny

Director of Compliance

Dorothy Podzemny

DIRECTOR OF COMPLIANCE

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.

Elizabeth Slone RIA in a Box Team Page

Elizabeth Slone

Compliance Consultant

Elizabeth Slone

COMPLIANCE CONSULTANT

Elizabeth (Liz) has fifteen years of experience in broker dealer operations and regulatory compliance. Through the years she has worked in every aspect of a broker dealer, from licensing to client management with a specialty in systems operations and maintenance. Most recently, she was the operations manager for a dually registered BD/RIA with a nationwide presence.

Liz holds her FINRA Series 7 and 24 licenses.

Lisa Tolar RIA in a Box Team Page

Lisa Tolar

Director of Compliance

Lisa Tolar

DIRECTOR OF COMPLIANCE

Lisa is a former State of Alabama regulator. She spent 26 years with the Alabama Securities Commission, the last 17 years of which she served as Securities Registration Manager overseeing the licensing and registration of investment advisers, broker dealers, securities registrations and exemptions, and money transmitters. Prior to managing, as a Securities Analyst, she conducted desk reviews for registration/exemption and licensing and conducted routine and for cause field audits, including sweeps coordinated with FINRA and SEC. She served on various NASAA project groups during her tenure with the Commission. Lisa graduated from Auburn University at Montgomery with a BSBA (Finance emphasis) and MBA. She currently holds a Certified Fraud Examiner (CFE) designation.
Jason Vinsonhaler RIA in a Box Team Page

Jason Vinsonhaler

Director of Compliance

Jason Vinsonhaler

DIRECTOR OF COMPLIANCE

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.
Donna Walker RIA in a Box Team Page

Donna Walker

Compliance Consultant

Donna Walker

COMPLIANCE CONSULTANT

Donna has a long career in the financial industry spanning over 40 years in compliance, operations and sales supervision with emphasis on compliance and Regulatory issues. Prior to joining Gordian Compliance Solutions/RIA in a Box, Donna was the Sales Supervisor for a dually registered BD/RIA for 5 years and before that served as a VP of Brokerage Operations for a regional B/D for 22 years. Donna holds various licenses including FINRA Series 7, 24 and 79 as well as Florida Life Insurance/Variable Annuity Licenses. When Donna is not working she divides her time between the stables watching her grand daughter jump her horse and the soccer fields watching her grandson become the next Lionel Messi.

 

Development

Thomas Cheung RIA in a Box Team Page

Thomas Cheung

Senior Developer

Thomas Cheung

SENIOR DEVELOPER

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.

Valentine Maillard RIA in a Box Team Page

Valentine Maillard

Developer

Valentine Maillard

DEVELOPER

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!

Alonso Ortega RIA in a Box Team Page

Alonso Ortega

Developer

Alonso Ortega

DEVELOPER

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.

Madeline Stalter RIA in a Box Team Page

Madeline Stalter

Developer

Madeline Stalter

DEVELOPER

Madeline graduated from the University of Pittsburgh with a Bachelor of Science in Psychology. Prior to RIA in a Box, she created a pet care business and produced music with her dad. When she’s not studying every technology under the sun, she’s playing fetch with her German Shepherd, holding her cat like a baby, biking in Central Park, and attempting to track down the best cupcake in NYC.

Kin Tam RIA in a Box Team Page

Kin Tam

Director of Technology

Kin Tam

DIRECTOR OF TECHNOLOGY

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.

Paul Torres RIA in a Box Team Page

Paul Torres

Senior Developer

Paul Torres

SENIOR DEVELOPER

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. 

Pete Traversa RIA in a Box Team Page

Pete Traversa

Developer

Pete Traversa

DEVELOPER

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.

Joey Zheng RIA in a Box Team Page

Joey Zheng

Developer and Testing/QA/QC Lead

Joey Zheng

DEVELOPER AND TESTING/QA/QC LEAD

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.

 

Finance

Nikki Goede RIA in a Box Team Page

Nikki Goede

Client Analyst

Nikki Goede

CLIENT ANALYST

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.

Dan Savage RIA in a Box Team Page

Dan Savage

CFO

Dan Savage

CFO

Dan has spent his career working with and investing in companies in the financial services and technology industries. He joined RIA in a Box having spent the last eight years as an investor at Aquiline Capital Partners, a private equity firm based in New York and London. Dan graduated from Amherst College where he majored in Political Science and Spanish and played tight end for Amherst’s football team.

Brandon Violi RIA in a Box Team Page

Brandon Violi

Finance Manager

Brandon Violi

FINANCE MANAGER

Brandon is a Cleveland native and currently serves as the Finance Manager for RIA in a Box. Prior to joining the team, he spent over 5 years working in the insurance industry working in Texas and Hawaii before moving back to Ohio. Brandon is a Certified Public Accountant and holds both a Bachelor’s and Master’s degree in Accounting from Hiram College and The University of Texas at San Antonio. In his spare time, he enjoys being outside hiking, playing sports and spending time with his family.

Tommy Zanowic RIA in a Box Team Page

Tommy Zanowic

Data Analyst

Tommy Zanowic

DATA ANALYST

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.

 

Marketing

Michelle Akhtar RIA in a Box Team Page

Michelle Akhtar

Director of Marketing

Michelle Akhtar

DIRECTOR OF MARKETING

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. 

Samantha Harris RIA in a Box Team Page

Samantha Harris

Demand Manager

Samantha Harris

DEMAND MANAGER

Sam is a Cleveland native and graduate of Kent State University. Prior to joining RIA in a Box, she worked for a manufacturing company focusing on digital and traditional marketing strategies and initiatives for their three brands. In her free time, Sam loves to travel, spend time with family and friends, and discuss all things pop culture.

Meredith Kern RIA in a Box Team Page

Meredith Kern

Marketing Design Specialist

Meredith Kern

MARKETING DESIGN SPECIALIST

Meredith is a graduate of Ohio University with a Bachelor of Science in Visual Communications with a specialization in Marketing. Prior to joining RIA in a Box, she worked for a publishing company as a Marketing Coordinator in Boston,  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.

Jillanne Mackey RIA in a Box Team Page

Jillanne Mackey

Marketing Analytics Associate

Jillanne Mackey

MARKETING ANALYTICS ASSOCIATE

Jillanne is a Marketing Associate at RIA in a Box. Before joining RIA in a Box, she spent 9 years with Target Stores in various Executive Team Leader roles. She leveraged data and behavior analytics to influence teams through business processes and initiatives. As a Cleveland native, she loves living with perpetual disappointment in Cleveland’s sport teams. She also enjoys nature, traveling, and sleeping. Her favorite time is spent with friends and family.

Liz Zofka RIA in a Box Team Page

Liz Zofka

Content Manager

Liz Zofka

CONTENT MANAGER

Liz graduated from Bowling Green State University where she studied Journalism and Marketing. She has over 7 years of experience creating content for a variety of professional service firms. Liz was born and raised in Cleveland and enjoys visiting local restaurants and spending time in the Metroparks with her family. Also, in her free time, Liz performs small roles in imaginary theatrical plays directed by her playwright daughter.

 

Operations

Will Bressman RIA in a Box Team Page

Will Bressman

CEO

Will Bressman

CEO

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.

Chris DiTata, ESQ. RIA in a Box Team Page

Chris DiTata, ESQ.

SVP, Compliance Operations and General Counsel

Chris DiTata, ESQ.

SVP, COMPLIANCE OPERATIONS AND
GENERAL COUNSEL

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.

GJ King RIA in a Box Team Page

GJ King

President

GJ King

PRESIDENT

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.

Marie Perge RIA in a Box Team Page

Marie Perge

Director of Human Resources

Marie Perge

DIRECTOR OF HUMAN RESOURCES

Marie currently serves as the Director of Human Resources for RIA in a Box. Prior, she worked in global HR strategy and human capital consulting services, helping companies drive success in competitive markets. Her diverse talent development, talent acquisition, diversity & inclusion, and human capital risk management experience allows her to provide efficient, creative, and cost-effective HR solutions.

Marie began her career in recruitment and executive search and holds a bachelor’s degree from Miami University.

 

Product

Sola Aiyegbo RIA in a Box Team Page

Sola Aiyegbo

Operations Analyst

Sola Aiyegbo

OPERATIONS ANALYST

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.

Victoria Bello RIA in a Box Team Page

Victoria Bello

Director of Financial Technology Platform

Victoria Bello

DIRECTOR OF FINANCIAL TECHNOLOGY PLATFORM

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 Bertagna RIA in a Box Team Page

Robert Bertagna

Product Manager

Robert Bertagna

PRODUCT MANAGER

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.

Riley Cheok RIA in a Box Team Page

Riley Cheok

Associate Product Manager

Riley Cheok

ASSOCIATE PRODUCT MANAGER

Riley Cheok is an Associate Product Manager at RIA in a Box. She graduated from the National University of Singapore majoring in Information Systems. Prior to RIA in a Box, she worked several different roles in video game development, television production, and digital marketing. In her free time, Riley enjoys hiking and reading.

RJ Ferguson RIA in a Box Team Page

RJ Ferguson

UX Designer

RJ Ferguson

UX DESIGNER

RJ is a UX Designer at RIA In A Box. He received his BS in Economics from the Wharton School Of Business with a concentration in marketing and psychology. After graduating, he worked in the music industry and in digital marketing which eventually lead him to the tech world. Most recently he was a Product Designer for a Fintech startup specializing in cryptocurrencies. In his free time he enjoys movies, ping-pong and making music.

Mike Lubansky RIA in a Box Team Page

Mike Lubansky

Director of Product

Mike Lubansky

DIRECTOR OF PRODUCT

Mike leads the Product team at RIA in a Box. He has 10+ years of product management experience developing innovative products for various use cases in financial technology.  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.

Jas Palmer RIA in a Box Team Page

Jasmin Palmer

UI Designer

Jasmin Palmer

UI Designer

Jas is a UI designer at RIA in a Box who enjoys creating solutions that reconnect people and businesses to what matters most to them. Before enrolling into Flatiron School Design Bootcamp and changing careers, she spent the last 6 years as a product marketing and customer experience professional at early and late stage startups. She graduated from Haverford College with a bachelor in Psychology where she also starred in various on campus productions. Outside of her design work, she enjoys trying new things such as roller skating, learning languages, and painting as well as traveling with family and friends.

Ben South RIA in a Box Team Page

Ben South

Product Manager

Ben South

PRODUCT MANAGER

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.

 

Sales

Eileen Adler RIA in a Box Team Page

Eileen Adler

Sales Development Manager

Eileen Adler

SALES DEVELOPMENT MANAGER

Eileen is a Cleveland Native, and graduate of Miami University with a degree in Mass Communications. Prior to RIA in a Box she has 6 years of sales experience at Groupon, Sherwin Williams, and The SpyGlass Group. In 2021 Eileen earned her MiniMBA certificate through Miami University. In her free time she enjoys to travel and spend time with friends and family!

Josiah Basinger RIA in a Box Team Page

Josiah Basinger

Senior Sales Development Representative

Josiah Basinger

SENIOR SALES DEVELOPMENT REPRESENTATIVE

Josiah is a graduate of Bowling Green State University where he earned a Bachelor of Science in Business Administration with a specialization in Marketing. He was born in Toledo, OH and raised in Pandora, OH. Outside of work Josiah likes to enjoy the outdoors, exercise, hang out with friends, and travel.

Chad Baxter RIA in a Box Team Page

Chad Baxter

Regional Account Executive

Chad Baxter

REGIONAL ACCOUNT EXECUTIVE

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.

Brendan Brichmann RIA in a Box Team Page

Brendan Brichmann

Sales Operations Coordinator

Brendan Brichmann

SALES OPERATIONS COORDINATOR

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.

Vince Caronite RIA in a Box Team Page

Vince Caronite

Sales Development Representative

Vince Caronite

SALES DEVELOPMENT REPRESENTATIVE

Vince is a recent graduate of Bowling Green State university where he earned a Bachelor of Science in Business Administration with a specialization in Marketing. He was born and raised in Cleveland and loves to cheer on Cleveland sports team. In his spare time Vince likes to enjoy the outdoors, go fishing, hang out with friends, and stay active.

Adam Cerar RIA in a Box Team Page

Adam Cerar

Sales Development Representative

Adam Cerar

SALES DEVELOPMENT REPRESENTATIVE

Although growing up in the Northeast Ohio area, Adam is a graduate of Chatham University in Pittsburgh, PA where he earned his degree in Marketing with a minor in graphic design. While attending Chatham, Adam spent 4 years as a member of the varsity baseball program at the DIII level. In his free time, he enjoys hanging out with his friends and family, fishing or boating on the weekends, and rooting for all things Cleveland.
Clay Coady RIA in a Box Team Page

Clay Coady

Senior Sales Development Representative

Clay Coady

SENIOR SALES DEVELOPMENT REPRESENTATIVE

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 Corrigan RIA in a Box Team Page

Sam Corrigan

Vice President of Strategic Partnerships

Sam Corrigan

VICE PRESIDENT OF STRATEGIC PARTNERSHIPS

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. 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.
Drew Dziak RIA in a Box Team Page

Drew Dziak

Sales Development Representative

Drew Dziak

SALES DEVELOPMENT REPRESENTATIVE

Drew is a graduate of Cleveland State University with a degree in marketing and a certificate in sales. In his free time he enjoys traveling, staying active, and spending time with friends & family.

 
Derick Edwards RIA in a Box Team Page

Derick Edwards

Registration Sales Manager

Derick Edwards

REGISTRATION SALES MANAGER

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 RIA in a Box Team Page

Stephanie Esposito

Account Executive

Stephanie Esposito

ACCOUNT EXECUTIVE

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.

 

Jill Groszek RIA in a Box Team Page

Jill Groszek

Account Executive

Jill Groszek

ACCOUNT EXECUTIVE

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.

Jack Hartnett RIA in a Box Team Page

Jack Hartnett

Associate Account Executive

Jack Hartnett

ASSOCIATE ACCOUNT EXECUTIVE

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!

Tyler Kempton RIA in a Box Team Page

Tyler Kempton

Account Executive

Tyler Kempton

ACCOUNT EXECUTIVE

Tyler is originally from Buffalo, New York and graduated from John Carroll University with a BS in Finance. Prior to RIA in a Box, Tyler lived San Francisco where he worked for a brokerage on the Pacific Stock Exchange and then in Austin, Texas where he had roles trading physical commodities. He previously held Series 7 and Series 63 licenses. Tyler is a Buffalo sports fan and enjoys playing golf and spending time with friends and family. 

Keith Kish RIA in a Box Team Page

Keith Kish

Sales Development Representative

Keith Kish

SALES DEVELOPMENT REPRESENTATIVE

Keith is a proud Northeast Ohio native and recent graduate of the University of Dayton where he earned a BS in Finance. In college Keith liked to stay active by participating in a variety of intramural sports. Keith also enjoys golfing, cheering on Cleveland sports, and spending time outdoors.

Alexis Knudsen RIA in a Box Team Page

Alexis Knudsen

Senior Sales Development Representative

Alexis Knudsen

SENIOR SALES DEVELOPMENT REPRESENTATIVE

Alexis is a recent graduate of Capital University where she earned a Bachelor of Arts in Mental Performance Psychology and Coaching. She enjoys vacationing to Hilton Head Island, spending quality time with her friends and family, and long walks with her golden retriever, Charlie.

Chris Lund RIA in a Box Team Page

Chris Lund

Sales Development Representative

Chris Lund

SALES DEVELOPMENT REPRESENTATIVE

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.

Kim Michalczyk RIA in a Box Team Page 3-1

Kim Michalczyk

Account Executive

Kim Michalczyk

ACCOUNT EXECUTIVE

Kim is a Cleveland native. She graduated from Ohio University with a bachelor’s degree in Marketing and Business Analytics. Kim enjoys staying active and being outdoors. In her free time, she likes to travel, try new restaurants, and spend time with friends and family.  

 
Jessica Nagy RIA in a Box Team Page

Jessica Nagy

Head of Inside Sales

Jessica Nagy

HEAD OF INSIDE SALES

Jessica is a Cleveland area native and has 8 years of experience in SAAS technology sales within different verticals. She strives to understand the unique needs of her clients and to find tailored solutions to improve their business and workflows. In previous roles she has worked with clients on software tools to increase profitability, streamline current processes, and find creative solutions for their unique challenges. In her spare time Jessica likes to sing and play piano, watch sci-fi movies, and spend time with her family and kids. She also have an amazing pup named Dr. Quinn Medicine Pug!

Nate Nicoll RIA in a Box Team Page

Nate Nicoll

Account Manager

Nate Nicoll

ACCOUNT MANAGER

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 Oster RIA in a Box Team Page

Amanda Oster

Associate Account Manager

Amanda Oster

ASSOCIATE ACCOUNT MANAGER

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.

Sarah Price RIA in a Box Team Page

Sarah Price

Associate Account Executive

Sarah Price

ASSOCIATE ACCOUNT EXECUTIVE

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 RIA in a Box Team Page

Brittany Pride

Account Executive

Brittany Pride

ACCOUNT EXECUTIVE

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 RIA in a Box Team Page

Maureen Redmond

VP of Sales

Maureen Redmond

VP OF SALES

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.

Jeff Salim RIA in a Box Team Page

Jeff Salim

Account Executive

Jeff Salim

ACCOUNT EXECUTIVE

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.

Steve Swansig RIA in a Box Team Page

Steve Swansig

Vice President of Sales and Business Development

Steve Swansig

VICE PRESIDENT OF SALES AND BUSINESS DEVELOPMENT

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.

Julie Whitmore RIA in a Box Team Page

Julie Whitmore

Associate Account Executive

Julie Whitmore

ASSOCIATE ACCOUNT EXECUTIVE

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!

 
Gabby Wojnicz RIA in a Box Team Page

Gabby Wojnicz

Sales Development Representative

Gabby Wojnicz

SALES DEVELOPMENT REPRESENTATIVE

Gabby is a recent graduate of Kent State University where she earned a Bachelor of Arts in Communication Studies. In her free time, Gabby loves to explore Cleveland, bake, and spend time with her family, friends, and puppy, Phoebe.