FIRST AFFIRMATIVE FINANCIAL NETWORK LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 109036). Regulatory assets under management: $905.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.
Showing 25 of 44 people.
| Name | Role | Location |
|---|---|---|
| Mitchell L Morgan | INVESTMENT ANALYST | Conshohocken, PA |
| George Richard Gay | CHIEF EXECUTIVE OFFICER | — |
| Kathleen Joy Lewis | CHIEF COMPLIANCE OFFICER | — |
| Theresa Marie Gusman | CHIEF INVESTMENT OFFICER | — |
| Stephen Anthony Gonzales | SUPERVISOR, ACCOUNT SERVICES | — |
| Jared Devendran Mannar | ACCOUNT SERVICES SPECIALIST | — |
| Caryn Eileen Mitchell | ACCOUNT SERVICES SPECIALIST | — |
| Kaitlyn Morgan Mitchell | INVESTMENT ANALYST | — |
| Matthew Tyler Thomas | ACCOUNT SERVICES SPECIALIST | — |
| Gail Marie Welle | ACCOUNTING SPECIALIST | — |
| Mark Brandon Zandarski | SALESFORCE WORKFLOW SPECIALIST | — |
| Julie Kay Mcnamara | RETIRED | — |
| Tonya S Alonzo | CHIEF OPERATING OFFICER | — |
| Amy Abbott Thacker | RESIGNED | — |
| Sarah Haskins Driller | INVESTMENT SPECIALIST | — |
| WALLMAN STEVEN MARK HARTE | SHAREHOLDER & CEO | — |
| GAY GEORGE RICHARD | CEO; CHIEF EXECUTIVE OFFICER | — |
| SCHUETH STEVEN JEROME | PRESIDENT | — |
| SUTHERLAND KATHLEEN JOY | COO; COO/CHIEF COMPLIANCE OFFICER | — |
| LEWIS KATHLEEN JOY | CHIEF COMPLIANCE OFFICER; COO/CHIEF COMPLIANCE OFFICER | — |
| OKEEFE RICHARD KEVIN | CHIEF INVESTMENT OFFICER | — |
| GONZALES TIMOTHY ANTHONY | SUPERVISOR, ACCOUNT SERVICES | — |
| JACKSON REBECCA EMMIE | CHIEF OPERATING OFFICER | — |
| FYFFE JAMES COMPEAU | CHIEF FINANCIAL OFFICER | — |
| Thacker Amy Abbott | CHIEF OPERATING OFFICER; RESIGNED | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 800-341-0528 |
| — | — | 1 | 860-893-5264 |
| — | — | 1 | 707-616-4638 |
| — | — | 1 | 510-524-5500 |
| COLORADO SPRINGS | CO | 1 | 800-979-0058 |
| WESTPORT | CT | 1 | 203-454-3577 |
| LAFEYETTE | CO | 1 | 720-635-3083 |
| NEWTON | MA | 1 | 617-448-1918 |
| WALNUT CREEK | CA | 1 | 925-222-4729 |