Our Team

R.J. Shook

Co-Founder, President, Senior Forbes Contributor

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Liz Shook

Co-Founder, Chief Operating Officer

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Frank Berland

Managing Partner

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LoriAnn LaSalle

Vice President, Business Manager

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Lindsey Nacht

Vice President, Director of Operations

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Brooke Jacobazzi

Vice President of Events

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Kristina Hunt

Senior Associate VP, Events and Marketing

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Iris Testiler

Senior Associate VP, Events

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Callie Askins

Senior Associate VP, Project Leader

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Blake Pastore

Senior Associate VP, Advisor Services

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Jenny DeSeno

Associate VP, Project Leader

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Jordan Merrill

Associate VP, Research Manager

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Luke Bartow

Associate VP, Event Programming

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Erick Lopez

Associate VP, Research

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Erica Horak

Associate VP, Honors and Recognition

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Dylan Ferrante

Associate VP, Marketing Strategist

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Madison Rizzo

Associate VP, Partnerships

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Jacob Shook

Senior Analyst, Next-Gen Lead

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Ann Hall

Senior Analyst

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Skylar Finkel

Analyst

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Kaili Moran

Planning Coordinator, Event Associate

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Fabiana Ingolotti

Senior Accounting Manager

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Erika Kordas

IT Specialist

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Mark Tatge

Chief Content Consultant

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