ARENA LEADERSHIP

Our team believes exceptional results come from focused leadership and attention to detail. From planning to portfolio management, we’re committed to thoughtful collaboration centered around client goals.

Mitchell Stein

Founder and Principal
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Jason A. Tosh, CFP®

Founder and Principal
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Ryan S. Watt, CFP®

Founder and Principal
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Ari Schottenstein

Head of Alternatives
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Erik Kratz

CIO & Co-Head of Wealth
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Joseph Littman

Senior Vice President
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Bo Pettegrew

Senior Vice President
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Josh Farkas, CPA

Senior Vice President Alternatives
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Tori Callero

Head of Client Services
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Patrick Hayes

Chief Legal Officer
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Melissa C. Anderson

Compliance
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Karey A. Williams

Chief Compliance Officer
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