Rajesh Gupta Richard Sanchez Ronald Lenihan Peter F. Morgantini, CFA William Sather Lynn Rapp Niranjan Mahtani Howard Schloss

Richard Sanchez President, Director of Client Coverage,                                         Managing Director   23 years of financial services experience. As Managing Director and Director of National Sales with Morgan Stanley’s Global Wealth Management Group oversaw 450 branch offices and 10,000 Financial Advisors. As Head of Morgan Stanley’s Private Wealth Management Unit, oversaw 130 ultra high net worth Investment Representatives. Served on Morgan Stanley’s Global Wealth Management Executive and Management committees. An expert in trends in retail brokerage. Served on Securities Industry Association’s Board of Directors. American College Board of Trustees. BS, Business Administration, San Diego State University.

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