Leadership

We believe that building great teams is about leveraging strengths. Each member of the Independent Advisor Solutions team is an individual with their own set of specialized skills, experience, personal drive, and creativity that is unique to them.

Bringing these strengths together leads to new opportunities – and new paths to success.

Meet our team

Jon Kilfoyle

Jon Kilfoyle

CFA

President

Mark Rarog

Mark Rarog

CFA

Co-Chief Investment Officer & Head of Multi-Asset Core Solutions

James Virgo

James Virgo

CFA, CFP®, MBA

Co-Chief Investment Officer & Head of Multi-Asset Income Solutions

Mike Locke

Mike Locke

CFA, CAIA

Head of Research