Our Team
James Addesa
Advisor Consulting Director
Jim Addesa is an Advisor Consulting Director, representing FLX in the South-Central U.S. Jim has over 16 years investment management experience in business development, investment consulting, and portfolio construction. Jim has represented investment vehicles across many distribution channels including wirehouses, regional broker/dealers, RIAs, banks, family offices, consultants, and intermediaries. Prior to joining FLX, Jim held roles as Director of Business Development for Defiance ETFs and external business development roles at Direxion ETFs & Foresters Financial.
Jim attended Thomas Edison University majoring in Business Administration.
Hillary Ambrose
Managing Director, Washington Pod Lead
Hillary is a Managing Director, Washington Pod Lead at FLX Networks. She covers the Northeast market. Before joining FLX, Hillary was Vice President and wholesaler for Broker/Dealers and independent channels at LoCorr Funds. Prior to that, she was Vice President/Senior Advisor Consultant in distribution at Neuberger Berman. Hillary started her career as the Branch Office Administrator for the UBS HQ midtown office.
Hillary holds a B.A from the Catholic University of America
Brandon Balazi
Advisor Consulting Director
Brandon Balazi is an Advisor Consulting Director with FLX Networks covering the Midwest. Brandon has over 10 years’ experience in asset management with a focus on advisor relationships across the U.S. in the Wirehouse, Independent Broker/Dealer, and RIA channels.
Prior to joining FLX, Brandon was Senior Vice President at Astor Investment Management where he led distribution efforts and worked with advisors on current economic trends, portfolio construction, and marketing ideas. Before Astor, Brandon also worked at Cedar Capital representing multiple asset managers across mutual fund, SMA, and model delivery products.
Brandon is based in Chicago and attended DePaul University majoring in Economics.
Andrew Berger
Platform Relationship Director
Andrew Berger is a Platform Relationship Director with FLX Networks. Andrew has over 20 years’ experience in the Investment Management industry, primarily in senior National Account roles with firms such as AllianceBernstein, Prudential Investments, and most recently as Director of Strategic Accounts at Foresters Financial. His product experience covers traditional as well as alternative mutual funds, separate accounts, DCIO and model distribution with coverage spanning the Independent Broker Dealer, Wirehouse, Bank and Regional Broker Dealer channels.
Andrew attended Syracuse University.
Steve Bohn
Advisor Consulting Director
Steve is an Advisor Consulting Director at FLX Networks. Steve has worked in Business Development and Relationship Manager with financial institutions for over 30 years. He’s provided in-depth insight for financial advisors and consultants covering the entire spectrum of investment solutions with a significant focus in the alternatives space over the last 15 years. In these roles, Steve has worked with some of the most well-known names in the industry such as Merrill Lynch, Lazard, and Voya as well as helped shape several of entrepreneurial ventures.
Steve has participated in and spoken at numerous financial industry conferences and holds both Series 7 and 63/65 licenses. He is a graduate of Northern Illinois University with a Bachelor of Science degree in Economics.
Rob Britt
Director, Head of Sales Enablement
Rob Britt is a Director and Head of Sales Enablement at FLX Networks. Prior to joining FLX, Rob worked at The Vanguard Group, including roles as Derivatives Analyst and Investment Sales Associate. He holds a BS in Business Administration from Elon University.
Grace Butz
Business Analyst
Grace Butz is a Business Analyst at FLX Networks, previously working as an intern with the firm. Prior to joining FLX, she gained experience as an extern with the Financial Planning Association and a Paraplanner for a small wealth management firm.
Grace graduated from Penn State University with a BS in Finance and is based in Pennsylvania.
Maureen Byrne
Director, Investment Product Marketing
Maureen Byrne is a Director, Investment Product Marketing at FLX Networks with more than 20 years of investment management and financial services marketing experience. Her career spans from SMA product support at broker-dealer Prudential Securities to many subsequent years at asset management firms – predominantly OppenheimerFunds and PGIM Investments, where she led sales enablement, channel and integrated marketing efforts bringing mutual fund solutions to financial advisors, gatekeepers, analysts and RIAs. Maureen also has membership-centric, B2C experience as she recently headed up member growth and engagement marketing at Affinity Federal Credit Union.
Maureen has her BA in Communications at St. Bonaventure University along with several certifications and licenses.
Shane Carmody
Relationship Management Associate
Shane Carmody is a Relationship Management Associate at FLX Networks. Prior to joining FLX, Shane served as an Investor Relations Associate for Ultimus Leverpoint and Frazier Deeter, working for their Middle Market/Real Estate teams.
Shane graduated with an MBA from Drew University and a BS from Rutgers University.
Darren A. CdeBaca
Head of Sales Training & Development
Darren is the founder and the coach of DCB Strategies, Inc. DCB Strategies is a coaching platform customized for financial industry professionals with a passionate focus on asset management distribution / wholesalers. He is an accomplished senior executive and thought leader with over 40 years of success across the financial services industry. Leveraging extensive experience in optimizing distribution and product delivery efficiency, he is a valuable advisor for organizations, teams or individuals restructuring with an appetite for sustainable growth. Darren’s areas of expertise include leadership, distribution strategy, capital markets / asset management, client acquisition, non-profits and business development. Throughout his executive career, he has held various leadership positions with PaineWebber (now UBS), Royce Funds, Dreyfus Funds, Ivy Investments and Chiron Investment Management.
Darren is based in the San Francisco Bay Area where he grew up. He graduated from Dartmouth College with an Economics degree.
Erica Dostoler
Managing Director, Head of Marketing
Erica Dostoler is Managing Director, Head of Marketing at FLX Networks, bringing more than a decade of investment industry experience to the role. Prior to FLX, she most recently served as Director of Membership at the Defined Contribution Institutional Investment Association (DCIIA), where she was responsible for membership growth and member engagement. Previously, Erica was Vice President, Marketing Manager, at Neuberger Berman, where she led the firm’s DC marketing efforts and prior to that held several marketing positions at Allianz Global Investors.
Erica holds a BS in Business Administration from Fordham University.
Josh Eihausen
Managing Director, Head of Legal & Compliance
Josh Eihausen is Managing Director, Head of Legal & Compliance. Prior to joining FLX, Josh held a number of Legal & Compliance roles at ALPS Fund Services, most recently serving as Deputy Chief Compliance Officer overseeing the intermediary operations of ALPS’ broker/dealers. He also served as counsel to ALPS’ broker/dealer entities: ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. In this capacity, he provided distribution and compliance services to mutual fund, private investment fund, and exchange-traded product clients and was also responsible for the drafting and reviewing of investment company agreements.
Josh received his J.D. and Certificate in Corporate and Commercial Law from the University of Denver Sturm College of Law. He received his BS in Business Administration with an emphasis in Corporate Finance from Colorado State University. Josh is a member of Colorado Bar and holds Series 6, 7, & 24 registrations.
John Feeley
Managing Director, Jefferson Pod Lead
John Feeley is a Managing Director, Jefferson Pod Lead at FLX Networks. John has over 25 years of business development and relationship management experience in the investment management industry. Previously, he has held senior distribution positions with Conway Investment Research, Man Investments, and Pine Grove Asset Management. His responsibilities included national sales, regional sales, and key account relationship management. With a focus on alternative investment strategies, John has represented investment vehicles across many distribution channels including wirehouses, regional broker/dealers, RIAs, banks, family offices, consultants, and intermediaries.
John received his BA in Economics from Hobart College and his MBA, with a concentration in Finance, from the Leonard N. Stern School of Business at New York University.
Fred Habeck
Advisor Consulting Director
Fred Habeck is an Advisor Consulting Director for FLX Networks covering the Northwest and Northern California. He has represented all investment pooled vehicle types in every asset class including equities, fixed income and 3C7/3C1 alternatives. Inclusive of his industry background spanning 25 years, he built a practice and served for several brokerage firms, including Morgan Stanley, LPL, and pioneering firms such as Jack White & Company. He also worked for numerous capital managers including Brandes Investment Partners, Nicholas Applegate Capital Management, Rydex/SGI, Guggenheim Investments, MSIM, and Bristol Gate, a Canadian based equity manager. Among the primary facets of financial planning, insurance, retirement, and lending together with stints as a consultant on the estate tax and equity valuation side, he held capital market positions in options and small cap trading early in his career. He was involved in key accounts and led sales initiatives at several firms nationally. Shortly after college he spent several years in the high-tech industry both founding and managing software and multimedia firms.
He currently holds a CIMA®, earned his B.S. in Finance and Portfolio Management from San Diego State University and resides in Oregon.
Mark Hartman
Advisor Consulting Associate
Mark Hartman is an Advisor Consulting Associate at FLX Networks. Prior to joining FLX, he worked at both UBS and Merrill Lynch as an advisor. He has over 10 years in the financial service industry with experience in corporate stock options, wealth management, banking, and derivatives trading. Additionally, Mark has experience in commercial real estate.
Based in New Jersey, Mark graduated from Roanoke College with a B.A. in Business Administration, and holds his Series 7 and 63 Licenses.
Russell Heulitt
Advisor Consulting Director
Russell Heulitt is an Advisor Consulting Director, ETF Specialist representing FLX in the Eastern U.S. Russell has over 10 years’ investment management experience, with a focus on business development, investment consulting, and portfolio construction. Prior to joining FLX, Russell held roles as a Regional Director for WBI Investments and a Sr. Hybrid Wholesaler at Foresters Financial.
Russell Holds a B.A in Multidisciplinary Studies with a focus on Business, Economics, and Communication from West Virginia University.
Adam Kessel
Chief Operating Officer
Adam Kessel is the Chief Operating Officer at FLX Networks. Adam served 20+ years in the United States Marine Corps in various leadership, technical and command roles throughout the U.S., Europe, and Central Asia. Adam brings a diverse level of experience in Financial Management, IT, Cybersecurity, operational and strategic planning.
Adam holds a B.S. from Penn State University, an M.S. in Information Technology Management from the Naval Postgraduate School, an M.A. and M.S. from the Naval War College and the National War College in National Security Strategy.
Brian MacDonald
Managing Director, Head of Franchise Solutions
Brian MacDonald is a Managing Director, Head of Franchise Solutions at FLX Networks. Brian has 15 years of professional experience in the investment management industry.
Immediately prior to joining FLX, Brian was a Managing Director at Arcview Capital. Throughout his career he has held senior distribution positions with DWS, Amundi Pioneer, Hartford Funds, and founded Fitler Square Investment Partners. Brian has represented numerous investment vehicle types with an expertise in ETF’s and Alternatives.
Brian holds a B.S. in Business Administration from Widener University.
Monir Maher
Platform Relationship Director
Monir Maher is a Platform Relationship Director – Sub Advisory. He brings 25 years of financial services industry experience to FLX Networks, specializing in sourcing institutional-caliber sub-advisory mandates. Most recently, Monir was head of Sub-Advisory Sales at Carillon Tower Advisors, with additional investment sales roles held at Evergreen Investments, Liberty Funds, and the Armed Forces Benefit Association.
Monir holds a B.S. from Northeastern University and is based out of Tampa, FL.
Scott Mansfield
Advisor Consulting Director
Scott Mansfield is an Advisor Consulting Director. In this role, he is responsible for optimizing and distributing alternative solutions. Scott has 26 years of sales and marketing experience in the financial sector at premier firms, including Franklin Templeton Resources and Putnam Investments. He has expertise in platform placement, sales, marketing, and client services across the independent, wire house and RIA channels.
Scott earned his B.A. in Economics from the University of Connecticut and lives in Greenwich, CT and Narragansett, RI.
Vaishali Menon
Marketing Analyst
Vaishali Menon is the Marketing Analyst at FLX Networks. Prior to joining FLX, Vaishali was working as a Marketing Manager at Astor Investment Management where she was responsible for integrated marketing communications including but not limited to creating marketing collateral for asset managers, digital marketing, web design, newsletter podcasts. Prior to Astor, Vaishali worked as a Strategic Communications Executive with PLR Chambers, a boutique public policy firm in Delhi, India where she catered to various industries and gathered PR, Strategic & Crisis Communication experience globally.
Vaishali earned her B.A. degree in Political Science from the University of Delhi and her Masters degree in Public Administration (MPA), honoree of Alpha Epsilon Lamda from Clark University, Massachusetts.
Richard Miller
Director, Investment Product Marketing
Richard Miller, CFA, is a Director, Investment Product Marketing with FLX Networks. He has over 25 years of investment industry experience. Prior to joining FLX, Rich led a consulting practice providing strategic marketing consulting services to institutional capital seekers, asset management boutiques, and investment companies. Previously, Rich was a Managing Director and Head of Marketing and Product Management with New York Life Investments. Rich was also the Head of Product Management for Prudential Investments (now PGIM), and previously held positions in Product Management and Institutional Sales with the Dreyfus Corporation.
Rich has an MBA in Finance from the Lubin School of Business at Pace University and a BA in Economics from Rutgers University. He has also earned the Chartered Financial Analyst® designation and is a member of CFA Institute and the CFA Society New York.
Brian Moran
CEO and Founder
Brian launched FLX in December 2019, addressing a need for the modernization in the asset and wealth management industries. Prior to founding FLX, he held multiple senior leadership roles, where he guided teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker Dealer Sales, Head of National Accounts and Co-lead of US Retail Distribution.
Brian earned a BS in Marketing from Penn State University, and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA), and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute and the Catalyst Group.
Leandro Moreno
Advisor Consulting Analyst
Leandro Moreno is a Sales Analyst at FLX Networks. Prior to FLX, he worked with New York Life and Prudential where he gained experience offering financial services and retirement planning. Leandro graduated from Rutgers University with a B.S. in Finance and a concentration in Financial Planning.
Eric Nastri
Managing Director, Head of Platform Relationship Directors
Eric Nastri is a Managing Director of FLX Networks. He leads the Relationship Specialist team and is Head of Platform Relationship Directors. Prior to joining FLX, Eric spent 17 years in various roles in both the Asset Management and Wealth Management businesses at UBS. With close to 30 years of experience in the financial service industry, Eric’s experience includes trading, portfolio administration, product management, product development, advisory platform management. Most recently, he served as Head of the Wealth Management Americas Capability and National Account Management team at UBS Asset Management.
Eric earned his BBA in Finance from the George Washington University in Washington, DC.
Matt Novello
Managing Director, Head of FLX Media
Matt Novello is a NY/LA-based Director and Cinematographer with over 20 years of experience in the film and television industry working for a multitude of media and production companies across key outlets, bringing to FLX a deep understanding of today's visual demands and digital technology. His experience in narrative and broadcast television, documentary films, ultra-high-speed cinematography, along with direct-to-brand storytelling help transform content for asset managers and the finance industry.
Matt earned his B.S. degree in Business Administration from the University of New Hampshire's Whittemore School of Business & Economics.
Raunak Padore
Data Business Associate
Raunak is a Data Business Associate at FLX Networks, bringing a wealth of experience from his previous roles. His journey began as a Business Analyst at FAST - A Verisk Company and ClarionDoor, where he managed complex projects and developed innovative solutions. He further honed his skills as a Data Science Fellow at NYC Data Science Academy, delving into challenging tasks like predicting housing prices and conducting detailed statistical analyses. Notably, during his time as a Data Analytics Engineer at SDG Group, Raunak built data lakes using AWS technologies, and designed high-quality dashboards and reports that provided valuable insights to stakeholders. Currently, at FLX Networks, he uses his skills to enhance decision-making and foster continual growth.
A Rutgers University alumnus with a B.A. in Economics and a minor in Sociology, Raunak skillfully blends deep industry knowledge with strong technical acumen. His passion for problem-solving and proficiency in machine learning make him a key player in any data-driven endeavor.
Jay Ramey
Director, Solution Sales
Having worked over 20+ years on both the B2B and B2C sides of the alternative and financial services industry, Jay has a deep understanding of sales, distribution, marketing, technology, and compliance. He consulted and raised capital for Independent Wealth Advisors, Broker-Dealers, and Asset Managers both traditional and alternative investments that include Hedge Funds, Private Equity, Venture Capital, Private Credit, Real Estate, and Direct Deal offerings. He understands the needs of investors and the strategies Asset Managers and Wealth Advisors must employ to build and convert investor communities.
Jay’s entrepreneurial skills include working with teams to build businesses and products while expanding relationships. His passion for financial services and technology innovation are what led him to FLX. As the Director of FLX Solution Sales, Jay will expand FLX’s brand and enrich their relationships with new and existing clients.
Jay holds a B.A. in Business Administration with an emphasis on Finance from Point Loma Nazarene University.
Andy Reid
Chief Financial Officer
Andy Reid is the Chief Financial Officer at FLX Networks with over 15 years of industry experience. Prior to joining FLX, Andy spent nearly 13 years with AMG Funds as the Vice President of FP&A, responsible for overseeing the firm’s accounting and finance operations. Prior to that, he worked in public accounting for BBD, LLP with a focus on the asset management industry.
Andy holds a B.S. in Accounting from West Chester University of Pennsylvania and received an MBA from Villanova University with a specialization in strategic management. He is also a Certified Public Accountant, holds the Chartered Financial Analyst® designation and maintains a Series 27 license.
Jake Sandberg
Advisor Consulting Associate
Jake Sandberg is an Advisor Consulting Associate at FLX Networks. Prior to joining FLX, he worked at PGIM Investments as an Internal Wholesaler and before then, he worked as a registered client advisor on a large wealth management team at Merrill Lynch. Before joining that team, Jake started his career with Merrill Lynch as a Wealth Management Client Services associate in Hopewell, NJ. Jake has over 10 years of work experience on both sides of the financial sales industry, specifically working with wire house firms and regional broker dealers. In his free time Jake enjoys golfing, fishing and is an avid follower of capital markets, economic trends and advancements in technology.
Jake has a B.S. in Finance and a B.S. in Economics from West Chester University of Pennsylvania.
Brett Schechterman
Chief Information Officer
Brett Schechterman is a FinTech executive with 20+ years of experience focusing on front-office technology, data and analytics strategy, and operating model design for leading institutional asset managers and asset owners. Most recently, he served as global head of thinkFolio and front-office commercial strategy for Software Solutions at S&P Global (previously IHS Markit). thinkFolio is a leading multi-asset investment management platform providing sophisticated capabilities across Portfolio Modelling, Order Management & Trading, Cash & FX Management and Compliance.
Brett spent 10 years at UBS Asset Management, where he served as Global Head of Fixed Income Platform Solutions, a team that supported 130+ investment professionals through the enhancement and front-line support of the enterprise front-office platform. Brett and his team partnered closely with technology leadership to develop and evolve a proprietary portfolio management system that is still used today to manage $280b+ in diversified fixed income assets across 6 offices. He previously held buyside risk and analytics domain management roles at Legal & General Investment Management America and Goldman Sachs Asset Management and gained valuable experience in product strategy and client development with roles at BlackRock Solutions, Bloomberg and Rimes Technologies.
Brett received an MBA from the University of Chicago Booth School of Business and a BS in Finance with a Minor in Economics from Penn State University.
Dustin Schneider
Advisor Consulting Director
Dustin Schneider is an Advisor Consultant Director at FLX Networks. Dustin has 20 years of relationship management and business development experience representing both large and boutique asset management firms. He has worked with RIAs, Private Banks, Family Offices and Consultants across a range of traditional and alternative investment strategies. Dustin most recently worked for Menai Financial Group. His experience also includes Neuberger Berman, HSBC Global Asset Management and he started his career at Bear, Stearns in 2003.
Dustin received a BS with honors from the University of Illinois, Urbana-Champaign College of Business. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Washington, DC. He maintains Series 7 & 63 licenses.
Dody Schroth
Marketing Director
Dody Schroth is a Marketing Director at FLX Networks. Prior to joining FLX, Dody spent eight years in marketing and relationship management with various fintech firms catering to the wealth management business. Her most recent roles were as Director of Business Development and Performance Manager at Scivantage and Refinitiv, respectively. Dody has 25+ years of experience in the financial industry working at firms such as Convergex and Credit Suisse.
Dody earned a B.A. from Skidmore College.
Zach Shaffer
Business Associate
Zach Shaffer is a Business Associate at FLX Networks having previously been an intern with firm. Prior to joining FLX, Zach gained experience as an intern for Bryn Mawr Trust Wealth Management and as a Lead Analyst for his university’s student-managed fund.
He is based in the Northeast area and holds a B.B.A. in Finance and Financial Planning from Temple University.
Eric Sheikowitz
Managing Director, Co-Head of Practice Management
Eric is a Managing Director, Co-Head of Focus Partners, powered by FLX Networks. Eric is a dynamic, in-demand speaker, coach, and consultant with over 26 years of experience in sales and marketing. Eric co-founded Focus Partners over 16 years ago and has since been coaching and consulting with some of the top financial advisors and advisor teams in the industry. Prior to starting Focus Partners, Eric was a Director and Manager for a Big Four Audit and Advisory firm, focusing on marketing/sales and service.
Eric holds a B.S. from the University of Rhode Island, a master’s degree from Long Island University, and has received coach training from one of the leaders of the modern coaching movement.
Michael Silver
Managing Director, Co-Head of Practice Management
Michael is a Managing Director, Co-Head of Focus Partners, powered by FLX Networks. Michael is a speaker, coach, and consultant who has worked with financial services firms and financial professionals for the past 29 years. Michael co-founded Focus Partners over 16 years ago and has focused his coaching and consulting engagements on many areas, including client acquisition, marketing, practice management, team development, and client service.
Michael was a financial advisor with Prudential Securities, Wachovia Securities, and Ryan Beck. Michael received a B.S. in Finance from Ithaca College and has his Certification in Organizational and Executive Coaching from New York University.
Mark Spina
President & CRO
Mark Spina is President and Chief Revenue Officer of FLX Networks and is responsible for developing and delivering cost-effective solutions to FLX clients and partners. Prior to FLX, Mark was Head of Americas, Advisor & Intermediary Solutions, at Russell Investments. Prior to Russell, he was Head of US Intermediary Distribution at what is now Amundi Pioneer. Earlier in his career, Mark spent 14 years with Voya Investment Management, the final seven years as Head of Intermediary Distribution. Mark has extensive experience managing sales, national accounts, product, data, and marketing teams in the US and globally.
Mark holds a B.A. from Bucknell University and received an MBA in Finance and International Business from The Gabelli School of Business at Fordham University. Mark serves as a board member of the SEAL Family Foundation.
Austin Swanson
Advisor Consulting Associate
Austin Swanson is an Advisor Consulting Associate at FLX Networks. Prior to FLX he worked with Astor Investment Management as an Internal Wholesaler and before then, in sales of an international manufacturing & distribution company. He brings experience to this position from being an Equities & Options Trader for a proprietary trading firm, Mortgage-Backed Securities Sales & Trader for the country’s second largest originator, Sales & Trader for a FinTech firm focused on futures trading algorithms.
Austin has a B.S. in Economics and a Minor in Business Administration from Wayne State University.
Joseph Tramazzo
Advisor Consulting Director
Joseph Tramazzo is an Advisor Consulting Director for FLX Networks, and is responsible for sales, marketing, and client service for Florida and Puerto Rico. Prior to joining FLX, Joe spent 15 years as a Managing Director for JPMorgan Asset Management and Angel Oak Capital. Joe has more than 25 years of industry experience with leading investment firms, including AMG, AllianceBernstein, and The MainStay Funds.
Joe graduated from Boston College with a B.B.A degree in Finance and Marketing.
William Wilson
Director, Enterprise & Advisor Solutions Marketing
William Wilson is a Director, Enterprise & Advisor Solutions Marketing at FLX Networks. He brings to the firm over 10 years of marketing, product and sales experience in ETFs and Alternatives. Most recently, William was employed with a fintech asset management firm supporting strategic accounts. Previously, William spent 4 years at WisdomTree Investments managing the product due diligence team. Prior to that, William was on the Client Service Team at K2 Advisors, a Hedge Fund of Funds which was acquired in 2012 by Franklin Templeton.
William holds a BS in Business Administration from Loyola University New Orleans
Carly Withee
Office Analyst
Carly is an Office Analyst at FLX Networks working on the Business and Infrastructure Team. Carly previously worked as a Compensation Consultant at Time Warner Cable. She has additional experience as a Change Consultant at Bank of America, working on the Countrywide Merger specializing in customer communications. She also was a Compensation Analyst within Global Technology Operations at Bank of America. Carly earned her B.S. in Marketing with a minor in Communications from the Rochester Institute of Technology.
