Meet The Team

Unparalleled Personal Support from your Dedicated Transition Team

We recognize the decision to move your practice can be a difficult one.  However, when you choose to join The Investment Center (TIC), we do everything possible to ensure a seamless transition.  Our approach provides you with a dedicated transition team who will partner with you to plan the transition process according to your unique requirements, and will stay with you every step of the way.

Samantha Abbate Operations Specialist/Assistant Transition Coordinator
Justin Anuario Vice President, Compliance
Cris Azevedo Assistant Vice President, Operations / Transition
Kristin Discher Marketing Manager
David Fazendeiro Advisor Relationship Manager
Robert Fernandes Chief Information Security Officer
Adam Handler Product & Strategic Relationship Manager
Nicole Johnson Director of Recruiting
Deborah Lembeck Registration / Licensing Manager
Nicola Sutton Director of Practice Management
Ryan Weber IT Support Technician

To reach any member of the Transition Team, please call 1-800-345-8041