Executive Leadership

With years of experience and a range of knowledge and expertise across the industry landscape, both our leadership team and Board of Directors bring innovation, dedication, and perspective to challenge and strengthen the organization.

Bob S

founder and chairman, director

Steve-Meehan
Carlo P

chief financial officer

Chief Operations Officer

Bellwether Investment management Inc.
Julianna VX
Craig E

chief investment officer

bellwether investment management inc.

vice president of practice management

bellwether investment management inc.
Susan S
Georges F. Nasr Headshot

vice president of corporate development

bellwether investment management inc.

vice president of national sales

bellwether investment management inc.
Phil Ackers
corporate office
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