Meet the team

Our people are our greatest asset. We built our dynamic team from diverse backgrounds – top tier consultants, prestigious MBA graduates, and seasoned mortgage industry experts (just to name a few).

Learn more about some of our key leaders below.

latte lover. vuori jogger wearer.

tennis enthusiast &

running addict +

everything peloton.

Ira Brownstein

Founder + President

wrangler of 2 children under 2. sushi & book lover. voted best laugh in the office.

Megan Chila

Director of Client Experience

Fantasy baseball geek. 76ers diehard. aspiring chef. healthy lifestyle enthusiast.

Jesse Gold

Brand Ambassador

peloton super fan. proud new york native. high heel wearer. taxi driver (+ mom) of 2 teens.

Dayna Horwitz

Director of Customer Growth

figure skating mom.

beach + book lover. outdoors enthusiast. adorer of everything french.

Kristen Katz

Director of Private Client

positivity promoter with a family first mantra. Joel Embiid fanatic. craft beer + coffee drinker.

Max Kelly

Strategy Officer

proud husband + girl dad. lover of nature, travel + nice hotels. u.s. army veteran.

Andrew Leighton

People and Growth Officer

avid runner + crossfit enthusiast. mom of 2. red eye coffee drinker + wine lover.

Samantha Rudolph

Director of Loan Engineering

foodie + world traveler. netflix binge watcher. dog lover. next career: stand up comic.

Eve Wyckoff

Director of Strategic Relationships

Meet the team

Licensing

Terms of Use

Privacy Policy

Careers