High-impact
TEAM
to scale market penetration.

High-impact
TEAM
to scale market penetration.

Test Image

Executive Leadership

A Proven Partnership Providing Competitive Advantage

Parker Roy and Jerry Vainisi have partnered since 2010, consistently leveraging their complementary expertise to provide a competitive advantage and drive AUM growth across market cycles and asset classes. Their enduring partnership, proven over time, continues with AltsXL.

Parker Roy

Founder & CEO

Senior Consultant

Jerry Vainisi

Founder

CEO of Vision 4

Parker Roy

Founder & CEO

Jerry Vainisi

Founder

Vision 4 Management Team

Sales, Operations, and Compliance

AltsXL partners with Vision 4 Fund Distributors to deliver in-house broker-dealer services and a robust national distribution platform.

Neil Sullivan

Product Origination

Henry Johnson

National Accounts

Dave Gard

National Sales

Paul Kujalowicz

Distribution Operations

Taylor Davis

Compliance

Paul Picarski

Client Relations

Bill Portwood

FINOPS

Tommy Elliott

AltsXL Administration

Vision 4 National Sales Team

Deep Industry Expertise, National Coverage

The Vision 4 sales team comprises seasoned industry veterans with extensive expertise and deep relationships across key wealth management channels—including RIAs, Independent Broker-Dealers, Wirehouses, Regional Broker-Dealers, and Private Banks. Their proven track record in building and expanding distribution networks ensures that AltsXL clients gain access to the right platforms, the right advisors, and the right opportunities.

Our sales team is composed of seasoned industry veterans with extensive expertise and deep relationships across key wealth management channels—including RIAs, Independent Broker-Dealers, Wirehouses, Regional Broker-Dealers, and Private Banks. Their proven track record in building and expanding distribution networks ensures that AltsXL clients gain access to the right platforms, the right advisors, and the right opportunities.

Kevin Campbell

Mountain States

Katherine Gill

Product Specialist

Carla Goehring

South

Tonny Grasso

Los Angeles/Hawaii

Jason Jackson

Southeast

Larry Johns

Midwest South

Ron Lynch

Northern California/Nevada

Sean Maguire

Mid Atlantic North

Joe McMenamin

Northeast

Jim Nichols

Mid Atlantic South

Rob Rodgers

Central Plains/Midwest North

Doug Romano

New England

Ken Rosenson

Southern California/Pac NW

John Sermania

Florida

Eric Tesler

Great Lakes

Ken Ward

Texas/Oklahoma

Vision 4 Regional Sales Coverage Map

Servicing every major market across 17 regions covering all 50 states.
Interact with the map for specific regions and sales manager representatives.

New England

Doug Romano

Northeast

Joe McMenamin

Mid Atlantic North

Sean Maguire

Midwest South

Larry Johns

Mid Atlantic South

Jim Nichols

Southeast

Jason Jackson

Florida

John Sermania

Great Lakes

Eric Tesler

Midwest North

Rob Rodgers

Central Plains

Rob Rodgers

South

Carla Goehring

Texas/Oklahoma

Ken Ward

Mountain States

Kevin Campbell

Pacific Northwest

Ken Rosenson

Northern California/Nevada

Ron Lynch

Southern California

Ken Rosenson

Los Angeles/Hawaii

Tonny Grasso

Check back for Coverage Map.

Ready to unlock your potential in Wealth Management?