FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 109036). Regulatory assets under management: $905.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

Officers, owners & control persons (44)

Showing 25 of 44 people.

NameRoleLocation
Mitchell L MorganINVESTMENT ANALYSTConshohocken, PA
George Richard GayCHIEF EXECUTIVE OFFICER
Kathleen Joy LewisCHIEF COMPLIANCE OFFICER
Theresa Marie GusmanCHIEF INVESTMENT OFFICER
Stephen Anthony GonzalesSUPERVISOR, ACCOUNT SERVICES
Jared Devendran MannarACCOUNT SERVICES SPECIALIST
Caryn Eileen MitchellACCOUNT SERVICES SPECIALIST
Kaitlyn Morgan MitchellINVESTMENT ANALYST
Matthew Tyler ThomasACCOUNT SERVICES SPECIALIST
Gail Marie WelleACCOUNTING SPECIALIST
Mark Brandon ZandarskiSALESFORCE WORKFLOW SPECIALIST
Julie Kay McnamaraRETIRED
Tonya S AlonzoCHIEF OPERATING OFFICER
Amy Abbott ThackerRESIGNED
Sarah Haskins DrillerINVESTMENT SPECIALIST
WALLMAN STEVEN MARK HARTESHAREHOLDER & CEO
GAY GEORGE RICHARDCEO; CHIEF EXECUTIVE OFFICER
SCHUETH STEVEN JEROMEPRESIDENT
SUTHERLAND KATHLEEN JOYCOO; COO/CHIEF COMPLIANCE OFFICER
LEWIS KATHLEEN JOYCHIEF COMPLIANCE OFFICER; COO/CHIEF COMPLIANCE OFFICER
OKEEFE RICHARD KEVINCHIEF INVESTMENT OFFICER
GONZALES TIMOTHY ANTHONYSUPERVISOR, ACCOUNT SERVICES
JACKSON REBECCA EMMIECHIEF OPERATING OFFICER
FYFFE JAMES COMPEAUCHIEF FINANCIAL OFFICER
Thacker Amy AbbottCHIEF OPERATING OFFICER; RESIGNED

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