Contact Us
Regional Contacts Directory
Please use the directory below to locate your sales director.
Andrea Coleman, CAIA
Principal, Business Development
Northeast Region
Direct: 303-224-3911
States: ME, VT, NH, RI, MA, CT, NY
Andrea Coleman, CAIA
Principal, Business Development
Mid-Atlantic Region
Direct: 303-224-3911
States: PA, NJ, DE, MD, DC, VA
Patrick Morelli, CAIA
Principal, Business Development
Southeast Region
Direct: 303-224-3916
States: NC, SC, GA, FL, TN, MS, AL, LA, AR
Patrick Morelli, CAIA
Principal, Business Development
Mountain Region
Direct: 303-224-3916
States: CO, UT, WY
Kelsey Sokoloski
Vice President, Business Development
Midwest Region
Direct: 303-224-3932
States: OH, WV, MI, IN, KY
Kelsey Sokoloski
Vice President, Business Development
South Central Region
Direct: 303-224-3932
States: OK, TX
Pratt Templeton
Business Development, Advisors and Intermediaries
Midwest & Southwest Regions
Direct: 610-617-2082
Regions: SD, ND, NE, MN, MO, IA, KS, MT
Pratt Templeton
Business Development, Advisors and Intermediaries
Southwest Region
Direct: 610-617-2082
Regions: NM, AZ, NV, CA-South, HI