who we are

 

“Spotlight is dedicated to doing whatever it takes to put its clients and advisors in the best position to reach their personal goals.” 

-Stephen Greco, CEO

 

 

Stephen Greco

Chief Executive Officer - CEO

Working with advisors to provide the best experience possible for their clients and their practice. Instead of watering down processes to scale, we are laser focused on each individual and the quality of their experience.

Geneva Malagutti

Director of Operations

Ensures everything is running smoothly and efficiently across the board, for our advisors in various locations and our clients. 

Brian Blackwell

Director of Financial Planning

Believes in providing meaningful, expert financial advice to help clients live fulfilling lives.

Sergio De La Torre

Financial Advisor in Atlanta

Making a difference through his impactful, client relationships.

David Tsow

Financial Advisor in San Diego

Implementing personalized plans to enhance the lives of our clients.

Jessica Torres

Office Manager

Lead coordinator at our headquarters in Chicago, focused on organization and daily ops.

Tessa Boyd

Director of Business Development

Creative sales & marketing background. Passionate about people, processes and planning. 

cAREER oPPORTUNITIES

JOIN OUR TEAM

At Spotlight, we want partners, not employees. We have built a leadership culture based on listening and asking for feedback rather than dictating and being closed-minded. We will provide the technology, processes, and procedures necessary for you to be successful. We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.

EEO DISCLAIMER

 

How we support our Advisors

 

Dedicated Operations Specialist

Personalized Marketing Plan

Legal & Compliance Setup

Payroll & Benefits Coordinator

Dedicated Financial Planning Director

Real Estate Search & Office Setup