Tim Plachta
Managing Director - Business Development
Education
Western Michigan University
B.A. in Business Management and Economics
University of Texas at Austin
Post-Graduate – AI and Machine Learning
New York University
Post-Graduate – Personal Financial Planning
About
More Team Members
Matt Searles, MBA
Partner
Duke University
Master of Business Administration
University of Virginia
B.A.
Series 79 and 63 Licenses
Rich Searles
Partner
Wake Forest University
B.A. in Economics
Series 79 and 63 Licenses
John Carron, MBA
Partner
Yale School of Management
Master of Business Administration
College of Holy Cross
B.A.
Series 7, 62, and 24 licenses
Zak Eisenberg
Partner
Boston University
B.A. Economics; International Relations
Series 79, 63, and SIE
Chris Carlesi
Partner
Binghamton University
B.A. Pre-Medicine & Biology
Series 79, 63, and SIE Licenses
CFA Exam Levels I & II
Jay Pruzansky, DPM, MBA
Managing Director – Business Development
Brooklyn College
Bachelor of Arts in Health Science
Temple University
Doctor of Podiatric Medicine in Podiatric Medicine and Surgery
Santa Clara University
Master of Business Administration in Accounting and Finance
