Meet our Executive Team

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Jeff Concepcion

Founder & CEO


Nancy Andrefsky

Chief Financial Officer

Chief Operations Officer


Matthew Dunn

Chief Compliance Officer

OSJ Supervisor


Charles Shapiro

Founding Partner

Chief Development Officer

Meet our Senior Leadership Team

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Jim Lupica

Founding and Managing Partner

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Chris Walling

Founding and Managing Partner

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Daniel Jacoby

Chief Investment Officer

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Eric Beahn

Director of

Advisory Operations

Jennifer C. Hart

Director of HR &

Business Services

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Kevin Elvington

Director of


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Michael O'Brien

Managing Partner


Jacob Stewart

Director of IT

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Karen Miltner


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Barbara Dull

Director of

Brokerage Compliance

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Chris Radzinski

Director of

Project Management

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Bryan Meilinger

Director of

Advisory Compliance

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ -

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 

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