Meet the Team
We were named one of Arizona’s 2021, 2022 & 2025 Best Places to Work by the Phoenix Business Journal.
Executive Team
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Mark S. Howells
Executive Chairman
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Katrina Santa Maria
Chief Executive Officer
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Tara Kreizenbeck
Chief Operating Officer
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Marcy Crites
Chief Financial Officer
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Stephen Howells
Chief Technology Officer
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Scott Pollak
Chief Growth Officer
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Stu Heiss
Chief Legal Officer
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Shane Jordan
Chief Compliance Officer
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Mary Ann Bonnet
Director of Operations
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Brian McClive
Head Trader
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Justin Silver
Head of Prime Brokerage
Corporate Team
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Kevin Bonnet
IT Associate
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Yolanda Evans
Sales Associate
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Nicole Howley
Operations Supervisor
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Halle Hutoron
Accounting Associate
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Alyssa Mattioli
Marketing Associate
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Don McClive
Institutional Trader
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Shannon McKinley
Operations Supervisor
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Alexis Morrison-Legere
Operations Associate
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Delainey Nguyen
Operations Associate
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Ahmad Parker
Cybersecurity & IT Associate
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Judy Redmond
Accounting Supervisor
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Carlton Reed
Compliance Manager
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Chez Santa Maria
Sales Associate
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Lindsay Walters
Receptionist & Administrative Assistant