Our Company

Leadership

Exos Partners is owned and operated by the people who serve you. Our range of experience, professional backgrounds, and progressive-thinking in the wealth management industry align perfectly with our singular focus – you.

Jim Dullanty

Managing Director & Chairman

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

George Kane

Managing Director

George Kane is a co-founder of Exos Partners, bringing over twenty five years of leadership experience in the private client advisory industry... Learn More

Jeff Tyler

Managing Director & Chief Investment Officer

Jeff is the Chief Investment Officer at Exos Partners and comes to the firm from American Century Investment Management where he spent twenty two years in investment management and was responsible for $9 billion in client assets... Learn More

John Morris

Managing Director - Asset Management

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

Jeff Schnitz

Managing Director & Chief Compliance Officer

Jeff Schnitz is a co-founder of Exos Partners and serves as our Chief Compliance Officer. Jeff has built our internal operational and compliance functions, and leads risk management efforts for the firm... Learn More

Konstantin Rozanov

Managing Director & Chief Financial Officer

Konstantin is a co-founder of Exos Partners and comes to the firm from a prestigious academic background. Most recently, Konstantin was a faculty member at the London Business School... Learn More

Dean Jackson

Principal & Senior Financial Advisor

Dean joins Exos Partners after a 14 year career at Merrill Lynch where he most recently served as First Vice President-Investments in San Francisco. Dean provides comprehensive financial planning and wealth management strategies to individuals and institutions... Learn More

Peter Larsen

Consultant - Finance & Operations

Peter Larsen comes to Exos Partners after a fifteen year career at Charles Schwab and Co., Inc. Prior to Schwab, Peter was a software engineer and management consultant in Paris, France. Peter’s experience at Schwab was centered on operations and included line management, business analysis, project management and financial analysis... Learn More

Linda Lockwood

Consultant - Director of Administration & Chief of Staff

Linda Lockwood comes to Exos Partners after a twenty year career at Charles Schwab and Co., Inc. Prior to Schwab, Linda was a product manager in consumer markets, corporate treasury and residential lending at Bank of America... Learn More

Securities offered through Exos Securities, LLC, a registered broker-dealer and member of FINRA,
SIPC and wholly-owned subsidiary of Exos Advisors, LLC. Advisory services offered through
Exos Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of
Exos Partners, LLC.
Links: SEC | FINRA | SIPC

© 2009 Exos Partners, LLC, San Francisco, California. All rights reserved.