Our Team

Institutional Division: Malcolm Prochaska

Partner: Morris Bell

Partner: Katrina Hayes, CFP®, CIMA®

Partner: Richard Yercheck

Partner: Shaun Moynihan

Financial Advisor: John Cervantes

Financial Advisor : David Lentz

Senior Sales Assistant : Rebekah Polyzos

Sales Assistant: Kiki Schade

Team Leader: Patricia Harrity

Institutional Division: Jon Boorman

Institutional Division: David Rynne

Managing Partner: Mike Bernadino

Chief Financial Officer: Bob Fontana, CFA

Partner/Chief Compliance Officer: Jason Craig

To learn more about Triune Capital Advisors, Contact Us to schedule a no-obligation appointment today, or call 704-714-2200.