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    Awarded Best Digital Marketing Campaign for New Skool by New Project

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Our Superpower is Our People

Meet the Team

Who We Are

We believe our greatest strength – our secret ingredient – is our people. These are passionate, creative, problem-solving champions of the industry who are committed to helping our industry find its voice in a New Skool world. From NYC to Orange County–and many places in between–we aim to bring trust, transparency, and authenticity to every client relationship.
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Female Leadership Team
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Years of Collective Industry Experience
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Clients Served
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Company Values

Our glass is always half-full, and that positivity drives our culture. Our values guide what we do, why we create, and who we invite to join our team.

We are...

Asset 3
We Are New Skool by Nature
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Our Glass is Always Half-Full
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Agility is Our Superpower
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We Delight in Joy and Transformation
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We Will Crush It... Then Rest
Meg Carpenter
Meg Carpenter

CEO

Katie Johnson
Katie Johnson

President

Camille Birk
Camille Birk

Chief of Growth

JordanBravo_headshot(web)
Jordan Bravo

VP, FiComm Studios

Candice Carlton
Candice Carlton

EVP, Advisor Growth Marketing

Sarah Crane
Sarah Crane

VP, Marketing

Carolyn Dalle-Molle headshot
Carolyn Dalle-Molle

VP, Advisor Growth Marketing

DellosaDavid_headshot(web)
David Dellosa

VP, Marketing

Natalie Grasso
Natalie Grasso

EVP, Head of Integrated Communications

Mary Kate Gulick
Mary Kate Gulick

EVP, Marketing

Suzanne Joshi
Suzanne Joshi

Chief of Business Development

Jess Koslow
Jess Koslow

AVP, Public Relations

Jane Lee
Jane Lee

SVP, Creative Services

LindsayLee_headshot(web)
Lindsay Lee

Executive Assistant

Pari Patel
Pari Patel

VP, Marketing

Jim Wardian
Jim Wardian

Senior Marketing Specialist, Martech

Alison Wickmann
Alison Wickmann

Senior Marketing Specialist, Social Media

Where Our Team Has Worked

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Index Fund Advisors
John Hancock
Morgan Stanley
Mercer Advisors
Pershing
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United Capital (1)
Wedbush

Want to Join Our Team?

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Group 11
Contact
200 Spectrum Center Dr
Suite 300
Irvine, CA 92618
T. (310) 593 4220
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