Your Leadership Team
Meet the team of leaders dedicated to serving you and your enterprise. Each of us is committed to serving the goals and dreams of Member Partners.
MICHAEL O BROOKS
Founder & ChairmanMICHAEL O BROOKS
Founder & ChairmanMICHAEL O BROOKS
Founder & Chairman
A visionary and stoic force serving as an instrument of growth to others In 1992, after years of working in the financial services industry, Michael developed a very acute sense of what’s what, even more importantly: what could be. Driven by a passion for serving others and a knack for creating opportunity, Michael put his […]
BRADLEY SHEPHERD CHFC
Chief Executive OfficerBRADLEY SHEPHERD CHFC
Chief Executive OfficerBRADLEY SHEPHERD CHFC
Chief Executive Officer
Unmatched energy and optimism in the financial services industry Brad joined the Founders family in 1997 and has been the personification of the Founders ethos ever since. In his current role, Brad captains the development and pursuit of Founders’ strategic vision in alignment with the company mission. Brad is also front and center throughout the […]
PETER MURPHY CFA
President &Chief Investment Officer
PETER MURPHY CFA
President &Chief Investment Officer
PETER MURPHY CFA
President &
Chief Investment Officer
A thought-leader who prioritizes intelligent action over haste, and anything over social media. Pete leads the strategic growth and development of Founders’ investment management programs and directly oversees the investment strategies available through FCMS®, Founders’ second-party asset management platform. Pete joined Founders in 2012, bringing with him over a decade of investment experience. In his time […]
JILL RECKAMP
Chief Financial OfficerJILL RECKAMP
Chief Financial OfficerJILL RECKAMP
Chief Financial Officer
Jill joined the Founders Financial family in May of 2020 and is currently serving as the company’s Chief Financial Officer. In her role, Jill is responsible for managing the day-to-day operations of the finance and accounting departments, preparing and analyzing financial statements, creating financial models for the company, and much more. Jill came to Founders […]
JOSEPH KRCMA
Chief Compliance OfficerJOSEPH KRCMA
Chief Compliance OfficerJOSEPH KRCMA
Chief Compliance Officer
As Chief Compliance Officer, Joe is responsible for overseeing the day-to-day initiatives of the service and compliance teams at Founders and works tirelessly to protect, defend, and serve the Member Partner Firms of Founders. Along with his team, Joe interprets and upholds compliance regulations, conducts Member Partner Firm audits and reviews, and is the point […]
JIM ROSENBERGER
Managing Director,Enterprise Operations
JIM ROSENBERGER
Managing Director,Enterprise Operations
JIM ROSENBERGER
Managing Director,
Enterprise Operations
Jim leads the Founders operations team, focusing primarily on new account and existing client business processing, custodian and clearing agency relations, and management of strategic projects and initiatives. Before joining Founders, Jim spent 13 years at a global investment management firm where his most recent role was as Vice President of Derivative Post Trade Obligations […]
STEVEN WATTS
Managing Director,Marketing & Communications
STEVEN WATTS
Managing Director,Marketing & Communications
STEVEN WATTS
Managing Director,
Marketing & Communications
As Managing Director of Marketing and Communications, Steven helps connect those in and outside of Founders with the company’s brand and culture. Steven oversees the day-to-day activities of the marketing and communication teams. He is responsible for developing and executing the Founders’ marketing strategy to help drive the long-term growth of the enterprise. Steven believes […]
KENDRA ORTON
Director,Stakeholder Services
KENDRA ORTON
Director,Stakeholder Services
KENDRA ORTON
Director,
Stakeholder Services
In her role, Kendra leads the Stakeholder Support functions of Founders. Prior to joining Founders in May of 2016, Kendra spent 18 years with a Baltimore-based global investment management firm where she held the position of Lead Manager of Retail Investment Services. When asked what she enjoys most about her new role with Founders, Kendra […]
PHILIP DUBAY
Director,Member Partner Integration
PHILIP DUBAY
Director,Member Partner Integration
PHILIP DUBAY
Director,
Member Partner Integration
As the Director of Member Partner Integration, Philip is responsible for managing the team of virtual operations support and the maintenance of the program’s technology operations. Philip began his career in the financial services industry, beginning as a client services associates for a financial firm in Towson. His first-hand experience working with financial advisors and […]