Our Team

The People Behind a-Squared Investment Partners

Our team brings together decades of experience across wealth management, institutional distribution, and financial services — united by a shared commitment to trusted relationships and thoughtful distribution.

Managing Partners

Vince Tassone, MBA

Vince Tassone, MBA

Managing Partner

Bill Edwards

Bill Edwards

Managing Partner

AJ Montgomery

AJ Montgomery

Managing Partner

John Stadtmueller

John Stadtmueller

Managing Partner

Ted Plax, CFA, MBA

Ted Plax, CFA, MBA

Managing Partner

Tim Checko

Tim Checko

Managing Partner

Mike Casciano

Mike Casciano

Managing Partner

Executive Leadership

Mike Palladino, MBA

Mike Palladino, MBA

Chief Operating Officer

Evonne Nees

Evonne Nees

Chief Marketing Officer

Agata Wroblewska

Agata Wroblewska

Chief of Staff & Administration

Louis Hanna, J.D.

Louis Hanna, J.D.

Chief Strategy Officer

Strategic Advisory Board

Patrick Spencer, MBA

Patrick Spencer, MBA

Head of the Strategic Advisory Board

Jason Hines

Jason Hines

Strategic Advisor

Steve Mitchels

Steve Mitchels

Strategic Advisor

Dom Sainato

Dom Sainato

Strategic Advisor

Kyle Darby, M.A.

Kyle Darby, M.A.

Strategic Advisor

Brad Myers, MBA

Brad Myers, MBA

Strategic Advisor

Brian Russell, MBA

Brian Russell, MBA

Strategic Advisor

Steve Weidler

Steve Weidler

Strategic Advisor

Marquese Dillon

Marquese Dillon

Strategic Advisor

Trusted Relationships. Thoughtful Distribution.™

The private wealth ecosystem is evolving. a-Squared Investment Partners exists to lead that evolution — for advisors, wholesalers, and investment solution providers who believe there is a better way.