Jim Dullanty is a co-founder of Exos Partners and brings with him three decades of leadership in the wealth management industry. His 30 year career at Merrill Lynch... Learn More
John Morris is a co-founder of Exos Partners and comes to the firm from Charles Schwab & Co., Inc., where he spent over twenty five years serving the needs of individual investors and independent advisors...Learn More
Konstantin is a co-founder of Exos Partners and comes to the firm from business academia. Most recently, Konstantin served on the faculty of the London Business School...Learn More
Kathryn McBride joins Exos Partners from Merrill Lynch. Kathryn leads the implementation of our operational procedures and provides daily oversight to ensure compliance with FINRA and SEC regulations...Learn More
Jeff serves on the Advisory Board of Exos Partners and assists the firm in the formation of our investment strategy. Jeff is currently a portfolio manager at the Principal Financial Group with primary responsibility for Principal's target-date funds. With assets totaling $17.6 billion...Learn More