Contact Us

Mailing Address
880 Carillon Parkway
St. Petersburg, Florida 33716
800.521.1195
Email Us
Only financial advisors may contact these investment professionals

  • Sales

    Aaron Ochstein

    Aaron Ochstein, CFA
    Global Head of Sales

  • Institutional Sales

    Don Pepin

    Don Pepin
    Head of Institutional Sales

    View Sales Map

  • Financial Advisors

    Brian Lee

    Brian Lee
    Head of Intermediary Sales

    View Sales Map 

  • Strategic Accounts

    Lance Peterson

    Lance Peterson
    Head of Strategic Accounts

    View Sales Team 

  • Registered Investment Advisor and Family Office Sales

    Jack Van Dyke

    Jack Van Dyke
    SVP, Director of RIA and Family Office Sales

    View Sales Map 

  • Retirement Solutions (DCIO)

    Michelle Lewis

    Michelle Lewis
    Head of Retirement Solutions

    View Sales Map 

  • Affiliate Sales

    Brian Freeman

    Brian Freeman
    Head of Affiliate Sales