Meet Our Wealth Management Group

Executive Leadership

Jonathan serves the firm as an member of the HJ Sims Executive Team and is the Co-Head of Private Wealth Wanagement. His focus includes attracting new partners and driving strategic initiatives across the firm.

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Managing Director
Co-Head – Private Wealth Management

John leads an esteemed team of private client financial professionals as Co-Head of Private Wealth Management and is a member of the firm Executive Team. A highly respected leader, John meets each challenge, finding the positive, in order to create opportunity for his team and clients.

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Managing Director
Co-Head – Private Wealth Management

Izzy leads HJ Sims’s Wealth Management Consulting Group, focused on new investment products and managed portfolio solutions for our financial professionals.

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Director, Wealth Management & Market Analysis

Department Leadership

Maria is responsible for leading HJ Sims branch operations, working with staff and her team to assist with their operational needs and initiatives.

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Operations Management

Lauren’s focus is simple: making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

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Director, People Operations/Human Resources Business Partner

David heads up the HJ Sims Transition Team, helping ensure a smooth and seamless onboarding for new advisors joining HJ Sims. He also serves in operations management, ensuring all office systems and reporting processes are working properly.

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Operations Management

Executive Vice President
Head of Trading

Widely respected for her expertise in key credit sectors and topics, Gayl publishes Weekly Market Commentary for clients, staff and industry colleagues. Regarded for expertise in topics, such as senior living, Gayl and HJ Sims’ team of analysts often provide expert commentary to mainstream and trade media.

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Director of Analysis & Commentary

Marketing Manager

With more than 18 years in the capital markets business, Nick oversees our corporate operations. Beginning his career in the back office, Nick has succeeded in many roles, including: administration, trading and underwriting.

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Senior Vice President
Director of Corporate Operations, CPA

Larry leads the client services team, ensuring client-interfacing systems are optimized for a friendly, intuitive client experience. Helping to bridge the gap between technology and business, Larry drives multiple projects simultaneously with an exceptional work ethic.

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Senior Vice President of Client Services

Executive Leadership

Read Jonathan's Bio

Managing Director
Co-Head – Private Wealth Management

Read John's Bio

Managing Director
Co-Head – Private Wealth Management

Izzy leads HJ Sims’s Wealth Management Consulting Group, focused on new investment products and managed portfolio solutions for our financial professionals.

Read Izzy's Bio

Director, Wealth Management & Market Analysis

Department Leadership

Maria is responsible for leading HJ Sims branch operations, working with staff and her team to assist with their operational needs and initiatives.

Read Maria's Bio

Operations Management

Lauren’s focus is simple: making HJ Sims a great place to work through compassionate benefit programs, employee recognition, career path coaching, training and development.

Read Lauren's Bio

Director, People Operations/Human Resources Business Partner

Read David's Bio

Operations Management