Our Team

Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK's philosophies.

RJ Shook

Founder / Forbes Senior Contributor

Liz Shook

Chief Operating Officer

Frank Berland

Managing Partner

Erika Strom

Senior Associate VP, Senior Project Leader

Chiara Goodman

Senior Associate VP, Senior Events Manager

Blake Pastore

Associate VP, Advisor Services

Brooke DeGirolmo

Senior AssociateVP, Events Manager

Lindsey Nacht

Senior Associate VP, Research Manager

Callie Almes

Callie Almes

Senior Associate VP, Project Leader

Jenny DeSeno

Senior Analyst

Natalia Jimenez

Senior Analyst

Keeyana St. Aubin

Senior Analyst

LoriAnn LaSalle

Business Manager

Luke Bartow

Analyst

Nicolas Cort

Senior Analyst

Harry Congdon

Analyst

Erick Lopez

Analyst

Sara Castedo

Analyst

Mark Tatge

Chief Content Consultant

Caryn Greenberg

Executive Assistant

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.