Executive Leadership

Professional Consultants

Director/Chief Legal Counsel

805-690-5389 Ext. 338
jel@igrefund.com

Senior Director/Founder

805-690-5389 Ext.337
wjl@igrefund.com

Director/Chief Financial Officer

805-690-5389 Ext.335
brp@igrefund.com

 

Administrative Technical Assistant
805-690-5389 Ext.339
crh@igrefund.com

Director/Chief Administrative Officer
805-690-5389 Ext.336
lsl@igrefund.com

Distribution

Michael John Kudlik

CFP S.V.P. Capital Markets
mjkudlik@igrefund.com

Michael Portie

S.V.P. Capital Markets
mportie@igrefund.com

Jamie Tripp

Internal Distribution
jtripp@igrefund.com

Advisory Board

Robert Morey

CBRE Group, Inc.
S.V.P. Capital Markets

Carla Martin

Pacific Financial Group, Inc.
Director of National Accounts

Timothy Tremblay

President, Tremblay Financial Services, Inc.

 Professional Consultants

Mortgage Financing

Morgan Stanley
UBS, AG, Inc.

Legal Counsel

Buchalter, Nemer Law, PC
Fitzgerald-Yap-Kreditor, LLP

Managing Broker/Dealer

Emerson Equity, LLC
Member FINRA/SIPC

Qualified Account Custodians

Pershing, LLC
Mainstar Trust
Millennium Trust Company National Financial Services, LLC
(NFS/Fidelity)

Transfer Agent

The Nottingham Company, LLC

Auditor/CPA

dbbMcKennon, LLP

Research & Compliance

Fact Right, LLC
iCapital Network, Inc.