Our senior management team brings more than 200 years of experience to our culture. Our backgrounds include diverse financial expertise in areas of insurance, risk management, asset protection, wealth transfer, investment management, tax, legal, securities, accounting, finance and more. With access to such a broad array of deep technical knowledge, we can rapidly and thoroughly develop bespoke solutions to complex problems that we make simple to understand. Critically, these solutions are engineered to deliver specifically what our clients and their other advisors seek but cannot find anywhere elsewhere.
executive management
Joshua Gottlieb
Chairman and Chief Executive Officer
t 440.914.9696
jgottlieb@gottlieb-org.com
LinkedIn
Charles M. Hall
General Counsel and Corporate Secretary, President Advanced Captive Management Company
t 440.914.9675
chall@gottlieb-org.com
Michael G. Goldstein
Executive Vice President – Tax, Estate Planning and Non Qualified Benefit Solutions
t 440.793.0215
mgoldstein@gottlieb-org.com
LinkedIn
W. Garrett McDaniel, Jr.
Senior Consultant, Special Projects
t 201.739.1048
gmcdaniel@gottlieb-org.com
Operations team
Jaime Gottlieb
VP, TGO Finance
t 440.914.9650
jaimegottlieb@gottlieb-org.com
Melissa Saa
Case Manager, Tandem Financial Strategic
t 440.914.9604
msaa@gottlieb-org.com
Vini Kalra
Solutions Architect
t 440.914.9694
vkalra@gottlieb-org.com
Kathy McGuane
Director, Business Development
t 440.914.9681
kmcguane@gottlieb-org.com
Administrative Team
Lynn Coneglio
Human Resources, Office Manager, Licensing, Contracting,
t 440.914.9668
lconeglio@gottlieb-org.com
Jordyn Gottlieb
AVP, Branding and Staff Development
t 440.914.9696
jordyn.gottlieb@gottlieb-org.com
legal and finance team
Wade Quigley
Senior Accountant
t 440.914.9691
wquigley@gottlieb-org.com
Anne Giddings
Finance Director
t 440.914.9695
agiddings@gottlieb-org.com