Team.

Meet the People Driving Value Across Every Investment.

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MEET OUR TEAM
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Dawn Smith
Chief Accounting Officer
Executive Leadership 
Jacksonville, FL
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James Heistand
Executive Chairman, Principal
Executive Leadership 
Orlando, FL
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John Kosciulek
Chief Financial Officer, Principal
Executive Leadership 
Jacksonville, FL
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Matt Mooney
Chief Executive Officer, Principal
Executive Leadership 
Phoenix, AZ
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Phil Marchese
Senior Managing Director, Principal
Executive Leadership 
Orlando, FL
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Dawn Smith
Chief Accounting Officer
Executive Leadership 
Jacksonville, FL
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more
James Heistand
Executive Chairman, Principal
Executive Leadership 
Orlando, FL
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more
John Kosciulek
Chief Financial Officer, Principal
Executive Leadership 
Jacksonville, FL
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more
Matt Mooney
Chief Executive Officer, Principal
Executive Leadership 
Phoenix, AZ
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more
Phil Marchese
Senior Managing Director, Principal
Executive Leadership 
Orlando, FL
OUR AWARDS
Work-life balance isn't just encouraged—it's celebrated.

We’re proud to foster a culture that values the well-being of our team members and their families.