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The UWC Team

Joe Dolce

Chief Strategic Officer

John Harline

Chief Executive Officer

Ken Rivera

Chief Operations Officer

Michael Coffee

Chief Investment Officer - Real Estate

Alex Green

Executive Consultant - Portfolio Manager

Bill Ogle

Executive Consultant - Investment Committee Member

Chad Bystedt

Chief Financial Officer

Chad Christensen

Executive Consultant - Capital Advisor & Government Relations

Chat Goben

Executive Vice President - Operations, Logistics & Technology

Dan Williams

Executive Consultant - Wealth Management

Darci Severinsen

Senior Vice President - Operations, Logistics & Technology

Hannah Phillippi

Assistant Vice President - Wholesale Distribution

Jacob Pacini

Chief Investment Officer - Specialized Equities and Derivatives

Jake Martin

President of UWC Wealth Management

Jeff Wallner

Executive Consultant- Strategic Capital Advisor

John Jenkins

Executive Consultant - Capital Advisor

John Williams

Executive Consultant - Mergers & Acquisitions

Lisa Harline

Executive Vice President- Controller

Mark Hammond

Executive Consultant - Capital Advisor

Mark Prossner

Senior Vice President - Strategic Capital

Mason Harline

Vice President - Operations, Logistics & Technology

Megan Knee

Vice President - Real Estate Operations

Michael Iscove

Strategic Capital Advisor

Patrick Laning

Vice President - Wholesale Distribution

Simeon Nestorov

Executive Consultant - Capital Advisor

Sue Crismon

General Counsel

Tom Zheng

Executive Consultant

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