Our Team

A Team Built for Modern Wealth

ARENA is led by investment professionals whose energy, relationships, and experience allow us to look beyond today's markets to identify tomorrow's opportunities.

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Arena Leadership

Focused Leadership, Exceptional Results

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

Mitchell Stein

Founder and Principal

Jason A. Tosh, CFP®

Jason A. Tosh, CFP®

Founder and Principal

Ryan S. Watt, CFP®

Ryan S. Watt, CFP®

Founder and Principal

Ari Schottenstein

Ari Schottenstein

Head of Alternatives

Erik Kratz

Erik Kratz, CFA, CAIA

CIO & Co-Head of Wealth

Joseph Littman

Joseph Littman

Senior Vice President

Bo Pettegrew

Senior Vice President

Christian Francaviglia, CFP®, CIMA®, CEPA®

Christian Francaviglia, CFP®, CIMA®, CEPA®

Vice President | Wealth Manager

Steve Russell

Steve Russell

Strategic Advisor and Investment Committee Member

Josh Farkas, CPA

Josh Farkas, CPA

Senior Vice President Alternatives

Tori Callero

Tori Callero

Head of Client Services

Patrick Hayes

Patrick Hayes

Chief Legal Officer

Melissa C. Anderson

Melissa C. Anderson

Compliance

Karey A. Williams

Karey A. Williams

Chief Compliance Officer

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