Team

Founders

  • Megan Carpenter

    CEO
    & Co-Founder

    Megan Carpenter is a Co-Founder and is the CEO of FiComm Partners, based out of Los Angeles. Megan’s entire professional career has been driven by her deep and sincere passion for the independent financial advisory space. As a fellow entrepreneur, Megan has become an advocate on behalf of the business owners that lead the independent advisory movement, empowering them with strategic communications programs that drive growth. With a solid track record of delivering results for financial advisory clients, Megan is a commenter in the media on communications issues for financial advisers and has been asked to speak at various industry events on the topics of communications, marketing, business development, client relationship management and team building.

    Megan has consulted with some of the nation’s top financial advisers and advisory firms. Prior to founding Caritative Wealth Consulting, LLC, in 2012 – the firm she merged with Founding Partner, Jason Lahita to form FiComm Partners – Megan was an executive at two of John Hancock Financial Network’s largest regional firms, Signature Resources, Inc. and Signature Financial Partners, LLC. During her time as the Director of Marketing at Signature Resources, Inc., the firm was awarded the John Hancock’s Presidents Trophy 3-times and, under her supervision as the Director of Business Development at Signature Financial Partners, LLC the firm was awarded with the John Hancock Growth Award 3-times for greater than 15% growth across all product lines.

    Megan graduated from the University of Southern California with a B.S. in Business Administration, with an emphasis in Global Management. She is a proud supporter of the USC Alumni Association, the USC Marshall School of Business Scholarship Fund, and the American Red Cross.

    megan.carpenter@ficommpartners.com                     (310) 593-4221

  • Jason Lahita, MBA

    President
    & Co-Founder

    Jason began his career in finance in the RIA community, alongside an entrepreneur named Joe Duran, as the first employee of a national RIA called United Capital Financial Advisers.  As United Capital’s Marketing Manager, Jason got his first taste for financial PR, securing Joe on the cover of Financial Advisor magazine, as well as coverage of the company and its advisers across numerous other financial media outlets.  In addition to representing the corporate brand nationwide and establishing clear and consistent messaging, Jason also worked with the regional RIAs that United Capital acquired, raising their media profiles and highlighting their financial expertise.

    Following United Capital, Jason joined an international financial PR agency, to establish and lead their Los Angeles office. Upon introducing them to the independent RIA universe, he built a low-cost high-value PR program specifically for the financial advisor market.  While in the early stage of his time at the agency, Jason completed his MBA at UC Irvine’s Paul Merage School of Business, with a Marketing focus.

    Jason left the agency in 2012 to launch FiComm Partners and focus 100% on the RIA space. He was soon joined by business partner Megan Carpenter, as they merged their businesses.   He has established relationships with journalists from the NY Times, Wall Street Journal, Barron’s, CNBC, FOX Business, Forbes, Thomson Reuters, Financial Planning, Investment News, RIABiz.com, REP, ThinkAdvisor and Financial Advisor Magazine, to name just a few.

    jason.lahita@ficommpartners.com                     (310) 593-4222

Leadership

  • Suzanne Joshi

    Chief of
    Operations

    Suzanne Joshi began her career working for a newly formed independent registered advisory firm, Douglas C. Lane and Associates, where she first experienced the entrepreneurship, passion and dedication of the individuals in this industry. After this exciting start, Suzanne continued to focus much of her career working in the business of financial advice. Following her launch in the RIA space, Suzanne was an Equity Research Associate at Morgan Stanley where she developed critical valuation and business evaluation skills that continue to drive her approach to marketing and business development. She then worked at Deloitte Services, where she developed marketing and business development programs at the national level that were then executed by the network of regional teams.

    Prior to joining FiComm, Suzanne was a Vice President and Head of Head of Segment Marketing at Pershing LLC, a BNY Mellon Company, where she lead the strategic marketing planning for the broker-dealer, advisor and hedge fund businesses.  In this role, she supported marketing strategy and planning at the enterprise, as well as the advisor level, during tumultuous industry transformation. Through her deep understanding of the advisory landscape, she helped many organizations, RIA firms and advisors to address business model shifts in the industry and capture growth opportunities. Suzanne’s passion for this industry has driven her to help these firms and advisors develop targeted, measurable, strategies to achieve their business goals.

    Suzanne earned a Bachelor of Arts degree in History from Fairfield University and a Master of Business Administration in Marketing from The Ross School of Business at the University of Michigan.

    suzanne.joshi@ficommpartners.com     (347) 306-3447

  • Christopher Norton

    Chief of Creative
    & Marketing

    Christopher is an innovative, multidisciplinary creative, with a passion for hypermedia storytelling.  He has worked with a wide array of large and independent clients in news, entertainment and financial services. While his skill set is vast, Christopher’s expertise is found in the inner workings of branding, social media, video and web. Leading the Marketing team, Christopher seeks to fuse these elements of hypermedia to deliver world-class, story-driven creative that connects clients with their audiences.

    christopher.norton@ficommpartners.com                     (402) 850-1412

  • Kirsten Plonner

    Chief of Communications

    Kirsten Plonner is chief of communications for FiComm, a communications consulting firm serving financial services companies with a specialization in the independent financial advisory and wealth management communities. In addition to her responsibilities managing FiComm’s public and media relations business, she also is supervisor of the New York City office and staff.

    In addition to her full-time duties at FiComm, Kirsten is also an adjunct instructor at Columbia University where she teaches Corporate Communications to graduate students and advises Masters candidates on their theses.

    Most recently, she was director of strategic media and communications for the Workplace Investing business of Fidelity Investments. Kirsten worked closely with Fidelity executives to design and support external media relations strategy, implementation, and outreach for key workplace priorities, including 401(k), thought leadership, health and wellness and managed accounts, among others.

    She also served as vice president in the Lead Media group at Weber Shandwick, where she was responsible for guiding strategic communications and counsel to inform her clients’ internal and external narrative, as well as implementing high-profile media relations and strategy. Client work included TIAA-CREF, Bank of America, MasterCard, ADP, Samsung, Ingersoll Rand, and Royal Caribbean, among others.

    Prior to joining Weber Shandwick, Kirsten was vice president in Fleishman-Hillard’s corporate business-to-business group in New York. Clients included Nationwide Insurance, RSM McGladrey and Ernst & Young, among others. During her tenure, she provided extensive media relations support and strategic counsel for non-profits and government agencies, such as Common Ground, New Jersey Department of Health and Senior Services, New York City Department of Homeless Services, and the Cayman Islands Portfolio of Finance and Economics.

    Kirsten began her career in journalism as a producer at CNBC’s Global Headquarters in New York. She was responsible for producing elements for the political Washington D.C.-based show “Capital Report.” She also frequently covered breaking and ongoing political news for the network.

    In addition, she worked in the capacity of assistant to the correspondent for NBC at the United Nations, Linda Fasulo. She served as senior researcher for Ms. Fasulo’s book, "Insider’s Guide to the U.N." (Yale University Press, 2003). In these roles, she gained hands-on experience interviewing major U.N. officials and diplomats, writing and editing book copy and breaking news updates, as well as researching and covering daily and breaking news for NBC.

    Kirsten has a master of science in Strategic Communications from Columbia University. She received her B.S. in Telecommunications and her B.A. in History from the University of Florida.

    kirsten.plonner@ficommpartners.com                     (917) 636-4802

Team

  • Rachel Aelion-Moss

    Operations
    Associate

    Rachel is an Operations Associate with FiComm Partners, based out of Los Angeles. Rachel supports her teammates in many facets and is a skilled multi-tasker, capably balancing support roles for the PR, marketing and management teams. She lends her skills to a variety of efforts including coverage tracking, new client on-boarding, database management, internal process development and implementation, project management, office management, and billing support. In short, she helps to keep the FiComm team organized at all times.

    Prior to joining FiComm Partners, Rachel worked at a corrugated manufacturing company in a Sales Support role, coordinating logistics for the sales team. She was drawn to FiComm’s exciting culture and growth, and made the move from Whittier to the Westside of Los Angeles to join our team.

    Rachel graduated from Whittier College with a B.A. in Business and emphasis in Marketing, as well as a minor in Spanish. She is an avid tennis player and played competitively through college. Rachel is always up for a match and also makes a fantastic tennis coach! Rachel grew up abroad in Russia and France before moving to Wisconsin when she was 10-years old. She is a proud supporter of the Whittier College Fund.

    rachel.aelionmoss@ficommpartners.com                     (310) 593-4224

  • Srishti Assaye

    Communications Associate

    Srishti Assaye is a Communications Associate at FiComm Partners, based in New York. She helps the team with extensive media relations support including media monitoring, pitching, reporting and analysis. She also works across all FiComm accounts to assist teams with social media strategies, messaging and analytics. Through her capacity, she aims to enhance traditional and digital presence for businesses and build long-lasting relationships with media and other influencers.
     
    Srishti started her professional journey inspired by her panache for mathematics by earning a degree in Electrical and Electronics Engineering. She further adorned this capacity with a passion and flair for writing and creative thinking. Over the years, she has developed an effective track record in both social media and public relations. She had the opportunity to work with United Nations Development Group (UNDG), where she worked with various international bodies, assisting country teams to improvise and effectively implement content strategies. She handled all UNDG social media accounts and increased their Twitter followers by 43% and increased the average impressions per tweet by 65%. She also drafted the social media plan for a General Assembly event which was then executed by social media specialists from UNICEF, WHO and UNDP – earning UNDG over 200 followers within two hours. This position was further complemented by another intense experience at APCO Worldwide -- a global communication consultancy – where she assisted teams with everything from media relations and crisis communications to digital strategies.
     
    Srishti graduated from New York University with a master’s in Public Relations and Corporate Communications, where she also earned her Gold Badge in Digital Analytics. With her Indian and Ethiopian background, combined with her experiences in the rich cultures of Zimbabwe, Zambia and other African countries, she aims to bring a unique perspective to her work at FiComm.

    srishti.assaye@ficommpartners.com                     (917) 636-4811

  • Amanda Bock

    Communications Associate

    Amanda Bock is a Communications Associate at FiComm Partners, based in New York. She plays an integral part of the public relations team providing media relations, media monitoring, reporting, research, analysis and other PR support for her clients. Amanda is passionate about helping businesses and individuals find their unique voice, then playing a role in their journey to success.

     

    Over the course of her young career in PR & marketing, Amanda has had her hand in a number of diverse experiences. She previously served as a marketing assistant for Florida Gulf Coast University's college of education where she collaborated with the assistant dean on social media and marketing efforts including campus events and giveaways with the purpose of increasing recruitment rates. Simultaneously, she was a digital marketing intern for CONRIC PR & Marketing, a local PR and marketing agency in Southwest Florida where she assisted the PR team in creating digital strategies for clients social media platforms. Prior to her marketing roles, she served as a recreation specialist at The Breakers Palm Beach, a luxury resort in Palm Beach.

     

    Amanda was born and raised in West Palm Beach, Florida. She graduated with honors from Florida Gulf Coast University with a bachelors in Communication and Public Relations. She is also a previous board member of the Florida Public Relations Association student chapter. Just weeks after graduation, Amanda moved to New York City to pursue her passion for public relations. She is an avid sports lover and a full-time dog enthusiast that enjoys adventuring around the city in hopes of finding her very own four-legged friend.

    amanda.bock@ficommpartners.com                     (917) 636-4807

  • Will Friedman

    Communications Consultant

    Will Friedman is a Communications Consultant with FiComm Partners, based in New York. He is passionate about helping businesses develop unique brand voices so that they can stand out amongst the competition. Will’s professional experience includes roles in public relations, journalism, and advertising. He is a firm believer in the interconnectedness of these disciplines, with each media channel being an important part of an overall communications plan.

    Prior to FiComm Partners, Will worked for Initiative, part of the Interpublic Group. Here he worked with the digital advertising sales team that serviced MillerCoors. His team was directly responsible for Miller Lite’s annual digital marketing spend, and the overall success of the multi-million dollar initiatives.

    Will earned his B.A. in Broadcast Journalism from the University of Maryland’s prestigious Philip Merrill College of Journalism. During his time there, he covered stories both on campus and in the local Washington D.C. community. He also interned at Voice of America, an American news outlet providing accurate information to countries that would otherwise not have access.

    will.friedman@ficommpartners.com                     (917) 636-4805

  • Olivia Gagnon

    Communications Manager

    Olivia Gagnon is a Communications Manager in FiComm’s New York City office. She has more than five years of public relations experience, in roles ranging from corporate communications to boutique agencies. Her range of experience includes media relations, writing, account management, media coaching and communications strategy.

    Prior to joining FiComm in January 2015, Olivia served as an account coordinator for Nashville-based public relations firm, Seigenthaler Public Relations (now DVL Seigenthaler) where she worked on and led media relations campaigns in the urban development, non-profit, transportation, banking, education and book publishing sectors. Prior to DVL Seigenthaler, she held roles at Bridgestone Americas, Inc., Essential Broadcast Media and the Ferrell McDaniel Company.

    Originally from northern Maine, Olivia spent most of her life in upstate New York and attended college at Belmont University in Nashville, TN. Although she originally went to Music City to study audio engineering, her passion for communications and media led to her earning a Bachelor of Arts in public relations and international business in 2012. She currently sits on the Advisory Board for the Belmont University Public Relations Department. Olivia works frequently with recent graduates and young professionals in Nashville and New York as a new career mentor. She lives in Brooklyn, NY.

    olivia.gagnon@ficommpartners.com                     (917) 636-4809

  • Angela Giombetti

    Marketing
    Manager

    Angela is responsible for managing the day-to-day operations of FiComm’s marketing department and its dynamic client deliverables. In doing so, she focuses on building and strengthening client relationships while directing the production schedule of the firm’s strategic marketing and creative solutions. She is a champion for both the advisor and the service provider, and is dedicated to helping each client share their unique story.   

     An accomplished author, editor and writer, Angela brings over 10 years of experience in the financial services industry to her role at FiComm. Her leadership experience includes serving as Marketing Director for Junxure CRM, a leading financial services technology company; Change Management Manager at Ameriprise Financial, Inc.; and Communications and PR Manager at Procopio, Cory, Hargreaves & Savitch, LLP. During her career, she has also helped individual RIAs with marketing strategy, content and social media strategy, website strategy, branding and collateral. 

    angela.giombetti@ficommpartners.com                     (310) 593-4226

  • Jamie Lim

    Content Marketing Consultant

    Jamie is the content marketing consultant for FiComm Partners in San Diego, CA. With extensive experience in digital marketing, she partners with FiComm clients to grow the online presence of their firms, through content gap analysis, SEO, SEM, and campaign infrastructure.

    After working with multimillion dollar brands, startups, and nonprofits, Jamie knows what truly drives engagement and conversions—and it’s not about delivering the cookie-cutter marketing trend of the week. Successful content marketing is based on how well you connect with the people on the other side of the computer screen. And moving the needle is about creating genuine communications, user experiences, and brand storylines in a cohesive, organic and targeted way.

    As a certified Inbound specialist and award-winning GDD consultant, Jamie has had the pleasure of transforming the digital environment for a wide range of organizations, and is excited to focus her skills for the independent financial advisory community.

    jamie.lim@ficommpartners.com                     (310) 593-4227

  • Clare McLaughlin

    Communications Consultant

    Clare McLaughlin is a Communications Consultant at FiComm Partners, based in New York. She is an integral member of the communications team providing media relations, media monitoring, reporting, research and analysis, and other PR support as needed across client engagements. Through communications strategies fostered by these engagements, she has a passion for illuminating the intricacies and unique characteristics that make clients stand out.

    Over the course of her young career in marketing and communications, Clare has engaged with a variety of diverse and interesting companies. Previously, she was a marketing assistant at Persifor, a luxury clothing brand. At Persifor, Clare collaborated on marketing campaigns including email marketing, promotional mailers, and giveaways, as well as managing social media and the company’s website. Prior to Persifor, Clare interned at MIDIOR Consulting, where she learned about marketing from a product development and technology perspective and identified her passion for communications and marketing.

    Originally from Kennebunkport, ME, Clare moved to New York City in 2016 after graduating from the College of the Holy Cross in Worcester, MA.

    clare.mclaughlin@ficommpartners.com                     (917) 636-4808

  • Abbie Sheridan

    Communications Manager

    Abbie Sheridan is a Communications Manager at FiComm Partners, based in New York City. Abbie has ten years of experience in public relations, marketing, and event planning. For the last four years, Abbie’s PR roles have revolved around financial services, fintech, crowdfunding, and real estate. 

    Prior to joining FiComm Partners, Abbie was an Account Director at KCSA Strategic Communications where she was responsible for client and media relations, as well as creating and implementing strategy. Prior to her role at KCSA, Abbie was the Director of PR and Marketing at one of Brooklyn's largest commercial real estate brokerages.

    Abbie graduated from Pace University with a Bachelor's degree in marketing and lives on the Upper East Side with her husband and their dog Batman. In her spare time, she enjoys traveling, trying new restaurants, and exploring NYC.

    abbie.sheridan@ficommpartners.com     (917) 636-4803

  • Emma Smith

    Communications Manager

    emma.smith@ficommpartners.com                     (917) 636-4806

  • Kristi Stout

    Associate Creative Director

    Kristi Stout is the Associate Creative Director based in San Diego, CA. She lends over 15-years of experience in the creative industry where she has worked in artistic direction and design for many diverse fields including editing and publication, interior design and also the financial industry.

     

    With experience in illustration, writing, and other extensive media arts, prior to joining FiComm, Kristi worked with Pacific Life on their marketing team as a graphic designer and media editor. She currently applies her media-arts and animation expertise, to help assist in the creative storytelling of FiComm’s Marketing team, who aims to support the connection of clients with their audiences.

    kristi.stout@ficommpartners.com                     (310) 593-4227

  • Jessica Torchia

    Communications Manager

    Jessica Torchia is a Communications Manager at FiComm Partners, based in New York City. Jessica has nine years’ experience in public relations working with financial services, fintech, HR, and consumer companies. For the past five years, she has focused on the financial services space developing a strong understanding of the industry and media landscape.

    Prior to joining FiComm Partners she served as an Assistant Vice President at JConnelly and a Senior Account Executive at Resound Marketing. In both roles Jessica provided client counsel, developed PR strategies and messages, and executed campaigns using a mix of thought leadership, thematic, and company news.

    Early in her career, Jessica helped launch a blog network for General Mills which fueled her interest in social media. Leading social media engagements through the use of blogs, Facebook, Twitter, LinkedIn, Instagram, and more she can provide clients with strategic counsel on social media practices.

    jessica.torchia@ficommpartners.com                     (917) 636-4804

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