Gordon T. Wegwart President and Chief Investment Officer In 1996, Gordon co-founded Verity Asset Management with three other principals and has shared in the firm’s development as its unique business model evolved and its geographic footprint expanded nationally. As Chief Investment Officer, he helped conceptualize the firm’s proprietary...
Sean J. McGill Vice President, Director of Advisor Services Sean co-founded Verity Asset Management in 1996 and remains one of the principal owners. As a member of the executive management team, his contributions to strategic direction and a client-centered culture have been integral to the firm’s emergence onto the...
Amy L. Simonson Vice President, Finance and Operations Amy co-founded Verity Asset Management in 1996 and remains one of the principal owners. She has been responsible for the development of operational infrastructure and corporate financial management as the firm has evolved and progressively expanded in scope. Building upon...
Jeffrey A. Munsey Vice President, Chief Information Officer Jeff co-founded Verity Asset Management in 1996 and remains one of the principal owners. Along with his leadership as a member of the executive team, he provides the architecture, direction and implementation for the evolving technology infrastructure of the company,...
Amy S. Lindros Director, Business Development Amy joined Verity as Business Development Coordinator in 2010. She leads a team that supports over 75 advisors and their clients in all facets of new business, service, account retention and client satisfaction. Her leadership and insight have been central...
Michael DeCamillis Director, Employer Plan Services Mike joined Verity in late 2009. With deep and varied experience in nearly all facets of the retirement plan arena, Mike has for many years provided insight and support to a select group of Verity advisors, with creative solutions to...
Jae Di Lorenzo Director, Participant Engagement Jae joined Verity in 2020. As the Director of Participant Engagement and Ambassador to Verity’s plan governance platform, Vyntanna™, she is responsible for messaging, marketing and the production of content designed to encourage participants to take control of their financial...
Michael Hazen Compliance Operations Manager Michael joined Verity in 2020. He is responsible for developing and managing compliance operations for the firm's multi-faceted and expanding business. His focus is on leveraging technology and streamlining processes to efficiently support a deeply ethical organizational culture. Prior to...
William R. Hopwood Director, Workplace Savings Bill joined Verity in 2001. He is the senior member of the Operations team and has been integral to the development and implementation of trading procedures for the firm’s Workplace Savings model portfolios across multiple custodians, back office quality control...
Robert Mclean Chief Governance Officer, Retirement Plan Services Robert McLean joined Verity Asset Management in October 2021. Former President and CEO of independent 3rd party administrator, U.S. OMNI, he brings a wealth of knowledge and senior-level executive experience acquired in roles ranging from Chief Counsel and C-suite executive...
Karina Mejia Business Development Associate Karina joined Verity in 2018. Her responsibilities encompass dual roles in the area of investment advisor operations - working as a key member of a team that supports business submissions for over 100 advisors and also playing an integral role...
Al Otto Al Otto National Director – Plan Governance Solutions Al joined Verity in 2019. His responsibilities with Verity’s plan governance platform, Vynntana™, focus on leading the growth of tax-exempt retirement plan management and retirement income account products nationally. Well-respected nationally in retirement plan circles, Al brings to Verity and...
Gloria Solano Office Manager Gloria joined Verity in 2018. With an official role as Office Manager, she handles a larger variety of responsibilities that span elements of back office operations, special projects management, client relationship management, and more. Her diverse skills derive in part...