GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC. of LISLE, IL is an SEC-registered investment adviser (CRD 120529). Regulatory assets under management: $47.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Green Abraham Nathaniel | DIRECTOR OF RESEARCH; SENIOR VICE PRESIDENT | Portland, ME |
| LANE MARC JAY | PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT & TREASURER; PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | — |
| WOODS DAVID EUGENE | SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| STROM JOHN BRADLEY | PORTFOLIO MANAGER; SENIOR VICE PRESIDENT | — |
| MARTIRE SARA ELIZABETH | INVESTOR ADVOCATE | — |
| LAPINSKI JOHN JOSEPH | FIRM ADMINISTRATOR | — |
| WILSON ARLENE MARIE | ASSOCIATE PORTFOLIO MANAGER; INVESTOR ADVOCATE AND EQUITY ANALYST | — |
| LASSITER ROSIELYN UTLEY | SENIOR VICE PRESIDENT | — |
| ALLEN DANIEL THOMAS | SENIOR VICE PRESIDENT | — |
| LINTON MICHAEL DAVID | INVESTOR ADVOCATE | — |
| HENDERSON TENISHA MICHELLE | OPERATIONS SPECIALIST | — |
| PAKRAVAN KARIM | CHIEF ECONOMIST | — |
| KLEINMAN ADAM | INVESTOR ADVOCATE | — |
| CRANE LINDA R | SENIOR VICE PRESIDENT | — |
| STROM J | SENIOR VICE PRESIDENT | — |
| MAILLIE JUDSON ROY | SENIOR VICE PRESIDENT | — |
| BARR WARREN NICHOLAS | SENIOR VICE PRESIDENT | — |
| GUO JIE | SENIOR RESEARCH ANALYST | — |
| CRANE LINDA RENEE | SENIOR VICE PRESIDENT | — |