Industry Experts
You Can Trust
Our Team's Focus
We are dedicated to our clients and operate by these core principles
Personalized Portfolio Construction
Unique & Diversified Investment Access
Balanced & Independent Advice
Communication
& Cutting Edge Reporting
Leadership Team
Dirk Hall
Chief Operating Officer
Juan Pablo Novoa
Director of Digital Engagement
Lauren Niziol
Accounting
Sarah Spence Morgan
Director of Human Resources
Andrew Mescon
Chief Executive Officer
Christian Salomone
Chief Investment Officer
Mike Schmansky
Chief Financial Officer
Advisors and Client Service Team
Nate Lewis
General Counsel
Jason Thonssen
Director of Client Services
Jim Carroll
Senior Wealth Advisor and Portfolio Manager
Scott McClatchey
Senior Wealth Advisor, CFP®
Troy Davidson
Wealth Advisor
Brooke Courtney
Client Service Associate
Administrative and Marketing Team
Jamie Carroll
Wealth Advisor
Jennifer Solar
Director of Marketing
Steve Ponce
Corporate Controller
Jana Carroll
Foundation Director
Every big or small action helps advance the cause.
The Ballast Rock Foundation (BRF) was established by the Ballast Rock leadership team to help alleviate housing insecurity in all its forms. BRF provides a vehicle to engage our employees and investors in giving back by working closely with our carefully selected charitable partner organizations that help us fulfill this mission.