Contact Us

Regional Contacts Directory

Please use the directory below to locate your sales director.

Northeast


Andrea Coleman, CAIA
Principal, Business Development
Northeast Region

Direct: 303-224-3911

States:
ME, VT, NH, RI, MA, CT, NY

Mid-Atlantic


Andrea Coleman, CAIA
Principal, Business Development
Mid-Atlantic Region

Direct: 303-224-3911

States:
PA, NJ, DE, MD, DC, VA

Southeast


Patrick Morelli, CAIA
Principal, Business Development
Southeast Region

Direct: 303-224-3916

States: NC, SC, GA, FL, TN, MS, AL, LA, AR

Mountain


Patrick Morelli, CAIA
Principal, Business Development
Mountain Region

Direct: 303-224-3916

States: CO, UT, WY

Midwest

Kelsey Sokoloski
Vice President, Business Development
Midwest Region

Direct: 303-224-3932

States
:
OH, WV, MI, IN, KY

South Central

Kelsey Sokoloski
Vice President, Business Development
South Central Region

Direct: 303-224-3932

States
:
OK, TX

North Central

Pratt Templeton
Business Development, Advisors and Intermediaries
Midwest & Southwest Regions

Direct: 610-617-2082

Regions: SD, ND, NE, MN, MO, IA, KS, MT

Southwest

Pratt Templeton
Business Development, Advisors and Intermediaries
Southwest Region

Direct: 610-617-2082

Regions: NM, AZ, NV, CA-South, HI

Great Lakes


David Rueth
Principal, Business Development
Great Lakes Region

Direct: 303-224-3917

Regions: WI, IL

Northwest


David Rueth
Principal, Business Development
Northwest Region

Direct: 303-224-3917

Regions: CA-North, OR, WA, ID, AK