InvestLinc - Opportunity Through Relationships

Corporate Leadership

Chairman / CEO - Richard M. Cott

Vice Chairman - D. Randy Laney

President - Robert Sitzwohl

CFO, Managing Director - Bob Williams

Chief Impact Officer - Gary Frey

CCO - Kurt Wachholz

Division Leadership

Managing Director, Wealth Services
David Glover

President, Private Capital
D. Randy Laney

CEO, Securities
Leroy H. Paris, II

President, Life Services
Gary Frey

Advisory Board

Cliff Butler
Daniel G. Coelho, Jr.
Daniel O. Dickinson
Paul Dolan
George Donovan
James Leopardo
Laura Leopold
Benjamin D. Morris
Tony Mullet
Paul K. Page
Michael F. Roizen, M.D.
Peter Rome
Dr. Robert Savage
Dr. Richard C. Wallace
Rev. Steve Wingfield
Dr. David Zelman

The biographical information presented was
provided by the individuals featured on this page.
We believe the information to be reliable, but its accuracy has not been verified.