Post job

Stratos Wealth Partners CEO and executives

Executive Summary. Based on our data team's research, Jeff Concepcion is the Stratos Wealth Partners's CEO. Stratos Wealth Partners has 750 employees, of which 22 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Stratos Wealth Partners executive team is 32% female and 68% male.
  • 66% of the management team is White.
  • 17% of Stratos Wealth Partners management is Hispanic or Latino.
  • 11% of the management team is Black or African American.
Work at Stratos Wealth Partners?
Share your experience

Rate Stratos Wealth Partners' leaders' effectiveness in guiding the company.

Zippia waving zebra
Name & TitleBio
Jeff Concepcion

Founder & CEO

James Lupica

Founding and Managing Partner

Nancy Andrefsky

Founding Partner, Chief Financial Officer

Nancy Andrefsky is a Chief Financial Officer at Stratos Wealth Partners. She has worked as Independent Auditor at Ernst & Young, Senior Accountant at Ernst & Young, and Controller at Verizon Communications Inc.. Nancy attended Franklin & Marshall College.

Charles Shapiro

Founding Partner, Chief Development Officer

Charles Shapiro's LinkedIn

Charles has spent his entire career in the financial services industry. Prior to helping launch Stratos Wealth Partners in 2010, he spent the last 16 years with Smith Barney. Before taking on a number of leadership roles with that organization, Charles was a successful Wealth Advisor and operated his own planning practice. During that time he ranked first nationally in client management by assets and revenue in his peer group. Charles then transitioned into management and held a number of leadership positions within Smith Barney on both the East and West Coasts. Prior to Smith Barney’s merger with Morgan Stanley in 2009, he was responsible for the largest complex of Smith Barney retail branch locations in Southern California. Collectively these offices managed $6 billion in client assets, assisting a clientele that numbered in the thousands.Charles earned his degree from Tufts University and spends his personal time enjoying his family and is an avid triathlete and tennis player.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to to ‘See Contact Info’ section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LP Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.stratoswealthpartners.com.

Daniel Jacoby

Chief Investment Officer

Dan Jacoby is a Founding Partner/Chief Invsmt Ofcr at Stratos Wealth Partners. He has worked as Director/Portfolio Manager at JPMORGAN CHASE & CO and Portfolio Manager at KEYCORP /NEW/. Dan attended JOHNS HOPKINS UNIVERSITY.

Lou Camacho

Chief Operations Officer

Lou Camacho's LinkedIn

Lou Camacho is a Chief Operations Officer at Stratos Wealth Partners and is based in Beachwood, Ohio. He has worked as Sr. Relationship Specialist at Schwab Institutional, Financial Advisor at Morgan Stanley, and Sales - Relationship Management at Schwab Institutional. Lou works or has worked as Vice President at Fidelity Investments. He attended FAU between 1998 and 2002.

Barbara Simons

Board Member

Bobbie Meola

Managing Partner

Brian Bunker

Board Member

Chris Radzinski

Board Member

Do you work at Stratos Wealth Partners?

Does leadership effectively guide Stratos Wealth Partners toward its goals?

Stratos Wealth Partners jobs

Stratos Wealth Partners founders

Name & TitleBio
Jeff Concepcion

Founder & CEO

James Lupica

Founding and Managing Partner

Stratos Wealth Partners board members

Name & TitleBio
Barbara Simons

Board Member

Brian Bunker

Board Member

Chris Radzinski

Board Member

Eric Beahn

Board Member

Gil Cotto

Board Member

Heather Meder

Board Member

Jennifer Collins

Board Member

Kate Sweetman

Board Member

Kevin Elvington

Board Member

Michael O'Brien

Board Member

Stratos Wealth Partners leadership demographics

Stratos Wealth Partners gender distribution in management team

  • The Stratos Wealth Partners executive team is 32% female and 68% male.
  • Stratos Wealth Partners is 35% female and 65% male company-wide.
Male
Male
68%
Company-wide: 65%
Female
Female
32%
Company-wide: 35%

Stratos Wealth Partners executives by race

Management Team:
  • The most common ethnicity among Stratos Wealth Partners executive officers is White.
  • 66% of the management team is White.
  • 17% of Stratos Wealth Partners's management is Hispanic or Latino.
  • 11% of the management team is Black or African American.
Company-wide:
  • White is the most common ethnicity company-wide.
  • 71% of employees are White.
  • 10% of employees are Black or African American.
  • 9% of employees are Hispanic or Latino.
  • Management team
  • General
100%
80%
60%
40%
20%
0%
Unknown
White
Black or African American
Asian
Hispanic or Latino

Stratos Wealth Partners jobs nearby

Stratos Wealth Partners executives FAQs

Zippia gives an in-depth look into the details of Stratos Wealth Partners, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Stratos Wealth Partners. The employee data is based on information from people who have self-reported their past or current employments at Stratos Wealth Partners. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Stratos Wealth Partners. The data presented on this page does not represent the view of Stratos Wealth Partners and its employees or that of Zippia.

Stratos Wealth Partners may also be known as or be related to Stratos Wealth Partners and Stratos Wealth Partners Ltd.