Skip to content
Home
About Verity
Investor Access
Contact Us
Advisor Services
Wealth Management
Financial Advice
Employers
Employer Plans
Tax Exempt & Governmental Retirement Plans
Our Team
OUR TEAM
Management & Staff
Investment Team
Company Directory
Name
Location
Contact
Amato, Camile
Financial Administrative Assistant
Ronkonkoma, NY
camato@verityinvest.com
631.605.8400 ext.103
Avutu, Sujatha R.
Portfolio Manager
Durham, NC
savutu@verityinvest.com
(919) 490-6717 ext.201
Bailey, Ellen
Financial Advisor
Raleigh, NC
ebailey@verityinvest.com
919.809.3424
Bischoff, James
Financial Advisor
Las Vegas, NV
jbischoff@verityinvest.com
702-325-7654
Bolles, Christopher C.
Financial Advisor
Wilmington, NC
cbolles@verityinvest.com
(910) 264-5939
Bryant, Lorren M.
Financial Advisor
Carrboro, NC
lbryant@verityinvest.com
(919) 923-1333
Cecchi, Richard
Financial Advisor
Ronkonkoma, NY
rcecchi@verityinvest.com
631.943.5739
Corbett, Brad
Director of Fixed Income and Alternative Investments
Durham, NC
bcorbett@verityinvest.com
(919) 490-6717 x121
DeCamillis, Michael
Director, Retirement Plan Services
Durham, NC
mdecamillis@verityinvest.com
919.490.6717 ext.122
Durham, William
Financial Advisor
Tallahassee, FL
wdurham@verityinvest.com
850.385.3578
Ellingson, Heidi
Senior Sales Associate
Durham, NC
hellingson@verityinvest.com
919.490.6717 ext.129
Gentz, Rachel
Financial Advisor
Ronkonkoma, NY
rgentz@verityinvest.com
631-605-8400 ext 104
Gibbs, Ronald W.
Financial Advisor
Blacksburg, VA
rgibbs@verityinvest.com
(540) 443-3612
(800) 247-6717 ext.151
(540) 900-3483
Haase, Deborah
Financial Services Assistant
Ronkonkoma, NY
dhaase@verityinvest.com
631.605.8400 ext.103
Harrison, Christopher
Financial Advisor
Tallahassee, FL
charrison@verityinvest.com
800.396.3420
Hazen, Michael
Director of Compliance
Durham, NC
mhazen@verityinvest.co
919-490-6717 x117
Hollar, Kurt C.
Financial Advisor / Advisor Consultant
Durham, NC
khollar@verityinvest.com
(919) 490-6717 x137
Hopwood, William R.
Director, Workplace Savings
Durham, NC
bhopwood@verityinvest.com
(919) 490-6717 x150
Huggins, Neal
Financial Advisor
Wilmington, NC
nhuggins@verityinvest.com
(910) 262-6203
Jackson, Dean
Software Architect
Durham, NC
djackson@verityinvest.com
919.490.6717
Kimbrough, Kellie
Executive Office Administrator
Durham, NC
kkimbrough@verityinvest.com
919.490.6717
Klas, Peter G.
Registered Fiduciary, Financial Advisor
Durham, NC
pklas@verityinvest.com
(919) 490-6717 x123
Komsky, Greg
Financial Advisor
Oakdale, CA
gkomsky@verityinvest.com
916.719.6644
Kurtzer, Brian R.
Senior Portfolio Manager
Durham, NC
bkurtzer@verityinvest.com
(919) 490-6717 ext. 124
Lewis, Steven J.
Portfolio Manager
Durham, NC
slewis@verityinvest.com
(919) 490-6717 ext. 115
Lindros, Amy S.
Director, Business Development
Durham, NC
alindros@verityinvest.com
(919) 490-6717 x107
Mallinson, James
Financial Advisor
Holtsville, NY
jimmymallinson@verityinvest.com
631-605-8400 ext.106
Malllinson, Jacqueline
Financial Advisor
Ronkonkoma, NY
jmenna@verityinvest.com
631.605.8400 ext.102
Martin, Lee
Financial Advisor
Wilmington, NC
lmartin@verityinvest.com
910.509.9945
McGill, Sean J.
Vice President, Director of Advisor Services
Durham, NC
smcgill@verityinvest.com
(800) 247-6717 x105
(919) 451-1253
Menna, Ray
Senior Financial Advisor
Ronkonkoma, NY
rmenna@verityinvest.com
516.658.5321
Mullens, Ph.D., Jo Beth
Financial Advisor
Durham, NC
jmullens@verityinvest.com
(603) 769-1345
Muñoz, Brianna
Client Service Associate
Durham, NC
bmunoz@verityinvest.com
919.276.8176
Munsey, Alexander
Technology Support
Raleigh, NC
amunsey@verityinvest.com
919.802.9441
Munsey, Jeffrey A.
Vice President, Chief Information Officer
Durham, NC
jmunsey@verityinvest.com
(919) 490-6717 x140
Neal, Anne
Business Development Associate
Durham, NC
aneal@verityinvest.com
919.490.6717 ext.170
Otto, Al
Financial Advisor
Durham, NC
al.otto@verityinvest.com
877.395.0456 ext.102
Potter, Jeffrey C.
Financial Advisor
Durham, NC
jpotter@verityinvest.com
(412) 563-1188
Preble, Jackson
Advisor Assistant
Durham, NC
jpreble@verityinvest.com
919.490.6717 ext.116
Preble, Kurt D.
Senior Financial Advisor
Durham, NC
kpreble@verityinvest.com
(919) 490-6717 x116
Rudd, John
CPA / Financial Advisor
Blacksburg, VA
jrudd@verityinvest.com
(540) 230-7725
(540) 900-3483
Simonson, Amy L.
Vice President, Finance and Operations
Durham, NC
asimonson@verityinvest.com
(800) 247-6717 x100
Timofeeff, Michael N.
Financial Advisor
Durham, NC
mtimofeeff@verityinvest.com
(607) 215-1412
Vergara, Gerardo
Financial Advisor
Oakdale, CA
gvergara@verityinvest.com
916.412.4518
Wegwart, Gordon T.
President and Chief Investment Officer
Durham, NC
gwegwart@verityinvest.com
(919) 490-6717 ext. 109