

2/13 Strategic Partners Information
Contact top employees from
2/13 Strategic Partners
Summary
At 2/13 Strategic Partners, we believe our business should be focused on you, our client. We leverage each member's unique attributes to serve clients as a team. Our complementary skill sets, along wi...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Pre-Transaction/Business Succession Planning, Social Security Planning, Life Sciences, Wealth Management
Founded
2013
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at 2/13 Strategic Partners shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years20% for 3–4 years33% for 5–7 years20% for 8–10 years7% have over 11 years of service at 2/13 Strategic PartnersEx-employees positions
In Company
In New Company
Contact top employees from
2/13 Strategic Partners
Nick Stumpo
Senior Financial Advisor
Thomas Macaluso
Senior Analyst and Financial Advisor
Harriet Meyer
Senior Wealth Management Associate
Jeremiah Riethmiller
Chief Investment Officer
Morgan Buswell
Director of Human Capital & Growth
Gregory Sarian
CEO & Founder
Jordyn Ballegeer
Senior Client Associate
Lorraine Dunn
Director Of Operations
Jordan Fisher
Marketing Intern
Kevin Wager
Senior Financial Advisor
Avery Cotter
Investmant Analyst and Trader
George Cauffman
Financial Advisor
Brayden Sauerbier
Wealth Management Associate
Nicole Serio
Wealth Management Associate
Quin Whalen
Intern
Conner Gallagher
Wealth Management Intern