Leadership Team
Lifeworks is a multi-generational team that provides wealth management services and strategic advising to successful families, professionals, businesses, & entrepreneurs.
Leadership Team
Ron S. Bullis
Chief Executive Officer & Co-Founder
Kurt Van Dyken
Chief Compliance Officer & Co-Founder
Hugo Castalan
Chief Operating Officer
Alex Mathé-Cathala
Chief Investment Officer
Rob Allen
Chief Technology Officer
Dan Case
Creative Director
Board Members
Marty Bicknell
CEO Mariner Wealth Advisors
Steve Lockshin
CEO & Founder, AdvicePeriod
