VISION2020 WEALTH MANAGEMENT CORP. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 154149).
Compensation: % of AUM.
Clients served: Charities.
Showing 25 of 32 people.
| Name | Role | Location |
|---|---|---|
| Milton Ralph Berlinski | GENERAL PARTNER; INVESTMENT MANAGER; MEMBER (+1 more) | New York, NY |
| Matthew Adam Schlueter | CHIEF EXECUTIVE OFFICER, PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR | Atlanta, GA |
| James Dale Price | CHAIRMAN, DIRECTOR | Phonix, AZ |
| Shawn Michael Mihal | SVP, CHIEF COMPLIANCE OFFICER | — |
| Christopher Mills Mitchell | CORPORATE TREASURER, FINANCIAL PRINCIPAL | — |
| David Andrew Schmidt | TREASURER | — |
| Iryna Yakovlevna Northrip | SVP, CHIEF COMPLIANCE OFFICER | — |
| Timothy Robert Hodge | CHIEF OPERATIONS OFFICER | — |
| SCHLUETER MATTHEW ADAM | CHIEF EXECUTIVE OFFICER AND PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT AND DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT, DIRECTOR (+1 more) | — |
| ROTH RALPH LAWRENCE | CHAIRMAN AND DIRECTOR; CHIEF EXECUTIVE OFFICER | — |
| HAMEL CYNTHIA A | DIRECTOR, CHIEF OPERATIONS OFFICER, EVP | — |
| SORKIN NOAH DAVID | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY; EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY; SENIOR VICE PRESIDENT, GENERAL COUNSEL, SECRETARY AND DIRECTOR | — |
| PRICE JAMES DALE | CHAIRMAN; CHAIRMAN, DIRECTOR | — |
| BROWN VALERIE GAY | CHAIRPERSON; EXECUTIVE CHAIRMAN | — |
| GOODALL KENNETH RAY | CHIEF COMPLIANCE OFFICER | — |
| NEARY JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| MCGINNIS ERICA MAJA | CHAIRPERSON; CHAIRPERSON AND DIRECTOR; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DAHMEN CRAIG HAROLD | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, ASSISTANT TREASURER AND DIRECTOR; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER AND DIRECTOR | — |
| KEEFE KEVIN MICHAEL | PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| GULDNER ROBERT JOHN | CHIEF COMPLIANCE OFFICER INVESTMENT ADVISORY AND DIRECTOR; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | — |
| VASSALLO MARK FRANCIS | MANAGING MEMBER | — |
| MCKENNA NINA SCHLOESSER | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY | — |
| BERLINSKI MILTON RALPH | GENERAL PARTNER; INVESTMENT MANAGER; MEMBER (+1 more) | — |
| NORTHRIP IRYNA YAKOVLEVNA | CHIEF COMPLIANCE OFFICER-IA; SVP, CHIEF COMPLIANCE OFFICER | — |
| WASTEK GREGORY STEPHEN | DIRECTOR & INTERIM CHIEF COMPLIANCE OFFICER; DIRECTOR & INTERIM CHIEF COMPLIANCE OFFICER - IA | — |