Vicus Capital Employee Directory

Q: Who are Vicus Capital key employees?

Some of Vicus Capital key employees are Jacqueline Trezza , Jacqueline Wigfield , Courtney Schmittle

Vicus Capital corporate office is located in 476 Rolling Ridge Dr Ste 315, State College, Pennsylvania, 16801, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Marketing

Sales

Human Resources

Information Technology

Vicus Capital CEO

Eric DareChief Executive Officer & President

Phone

See Profile

Key Employees of Vicus Capital

JT
Jacqueline Tre...
Chief Operating Officer
PhoneEmail
JW
Jacqueline Wig...
Chief Operating Officer
PhoneEmail
CS
Courtney Schmi...
Chief of Staff
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Vicus Capital Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Vicus Capital

Hundreds of professionals searching for Vicus Capital have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DD
Darrel Drown
Email Direct
Financial Planner
United States , Pennsylvania , State College

LS
Linda Suda
Email Direct
Investment Advisor & Representative
United States , Pennsylvania , State College

DB
Daniel Backer
Email Direct
Manager, Marketing
United States , Pennsylvania , State College

RH
Robert Hinson
Email Direct
Trading Director, Investment Operations
United States , Pennsylvania , State College

DR
David Rosenblatt
Email Direct
Portfolio Manager
United States , Pennsylvania , State College

MF
Mary Fogle
Email Direct
Manager, Compensation
United States , Pennsylvania , State College

RT
Ronda Thomas
Email Direct
Commissions Specialist
United States , Pennsylvania , State College

JB
Jeffrey Boyanoski
Email Direct
Financial Advisor
United States , Pennsylvania , State College

HD
Hayden Davidson
Email Direct
Junior Portfolio Analyst
United States , Pennsylvania , State College

ED
Eric Dare
Email Direct
Chief Executive Officer & President
United States , Pennsylvania , State College

RL
Ron Lutz
Email Direct
Director, Information Technology
United States , Pennsylvania , State College

DK
Dawn Kay
Email Direct
Vice President, Finance
United States , Pennsylvania , State College

JW
Jacqueline Wigfield
Email Direct
Chief Operating Officer
United States , Pennsylvania , State College

DP
Derrick Parsons
Email Direct
Director, Advisor Engagement
United States , Pennsylvania , State College

AM
Allison Martin
Email Direct
Director, Business Development
United States , Pennsylvania , State College

CS
Courtney Schmittle
Email Direct
Chief of Staff
United States , Pennsylvania , State College

EB
Emma Bastis
Email Direct
Advisory Operations Associate
United States , Pennsylvania , State College

RP
Robert Pfahl
Email Direct
Financial Advisor
United States , Pennsylvania , State College

JB
Justin Blankenship
Email Direct
Senior Custom Solutions Portfolio Analyst
United States , Pennsylvania , State College

CT
Cy Treaster
Email Direct
Custom Solutions Portfolio Analyst
United States , Pennsylvania , State College

AS
Amy Sanor
Email Direct
Financial Planning Specialist
United States , Pennsylvania , State College

MG
Mikayla Gebhart
Email Direct
Video Content Specialist
United States , Pennsylvania , State College

JT
Jacqueline Trezza
Email Direct
Chief Operating Officer
United States , Pennsylvania , State College

JR
Julie Ralston
Email Direct
Junior Portfolio Analyst
United States , Pennsylvania , State College

Former Employees at Vicus Capital

Explore people who held key positions, contributed to Vicus Capital's success, and advanced their careers.

Julia McCaughey

Pre-Processor at Cohen Closing and Titl...

Worked as Client Relationship Coordinator

at Vicus Capital (2020-2024)

Direct

Kevin Korenoski

Vice President, Broker... at Visio Wealth Partners

Worked as Business Development Associate

at Vicus Capital (2025-2025)

Direct

Samuel Kilareski

Incoming Analyst at JP Morgan

Worked as 2025 Investment Management and Research Summer...

at Vicus Capital (2025-2025)

Direct

Mask Content

Sales Assistant at Kish Bancorp, Inc

Worked as Broker Dealer and Advisory Operations Associat...

at Vicus Capital (2015-2019)

Direct

Mask Content

Manager at PwC

Worked as Portfolio Analyst

at Vicus Capital (2018-2019)

Direct

Mask Content

Group Associate Direct... at PNC

Worked as Investment Management and Research Intern

at Vicus Capital (2019-2019)

Direct

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Frequently Asked Questions Regarding Vicus Capital Employees

How many employees does Vicus Capital have?

Vicus Capital has 51-200 employees

Who is the CEO of Vicus Capital?

Vicus Capital’s CEO is Eric Dare

Who are Vicus Capital key employees?

Some of Vicus Capital key employees are Jacqueline Trezza, Jacqueline Wigfield, Courtney Schmittle

Where is Vicus Capital located?

Vicus Capital’s headquarters are located at 476 Rolling Ridge Dr Ste 315, State College, Pennsylvania, 16801, United States

How do I contact Vicus Capital?

Vicus Capital Contact Info: Phone number: (855) 558-4287 Website: www.vicuscapital.com

What does Vicus Capital do?

Vicus Capital provides comprehensive back-office support for independent wealth managers and financial advisors across the United States. Their services include customized financial planning, investment management, business development, and IT solutions, all designed to empower advisors to focus on their clients. The company aims to foster independ... Read More

Is Vicus Capital a public company?

Vicus Capital is private company therefore does not currently have an official ticker symbol

See more information about Vicus Capital Employees