Laurie Bishop

Managing Director

Wealth Management Advisor

Laurie Bishop is a Managing Director and Wealth Management Advisor at OpenArc Corporate Advisory, where she joined in 2025. Prior to this role, she was a Financial Advisor on Merrill Lynch’s Global Corporate & Institutional Advisory Services (GCIAS) team, serving corporate executives and institutional clients with a focus on strategic financial planning and long-term wealth management.

Since entering the financial services industry in 2006, Laurie helps individuals and families identify and pursue their most important financial goals. Her areas of expertise include investment planning, retirement preparation, education funding, tax minimization strategies, and comprehensive wealth management. She is known for developing personalized strategies that help support financial well-being and the preservation of wealth across generations.

Laurie holds a Master of Business Administration from Mercer University and a Bachelor of Business from Georgia Southern University.

Outside of her professional life, Laurie enjoys spending time with her husband, Kenny, and their two sons, Kolt and Brody.

Kathryn Bohr, CRPC™

Wealth Management Advisor

Kathryn Bohr is a Wealth Management Advisor at OpenArc Corporate Advisory. She is part of a dedicated team of Wealth Management Advisors focused on delivering corporate benefits, education, and personalized financial guidance.

The OpenArc team assists clients in simplifying their financial lives by helping them prioritize and pursue their goals. They leverage investment insights and banking solutions to address various aspects of clients’ financial needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services.

Kathryn is committed to building strong relationships with her clients to ensure the development of financial strategies tailored to their unique goals. She is passionate about working with individuals and families to provide clarity and confidence in their financial picture, offering easy-to-understand solutions in a complex financial environment.

Charles Murray

Managing Director

Wealth Management Advisor

Charles Murray is Managing Director and Wealth Management Advisor at OpenArc Corporate Advisory. He works with individuals and families to simplify their financial lives by helping them identify priorities and develop personalized strategies to build, manage, and preserve wealth across generations.

Charles brings extensive experience from his previous role on the Merrill Lynch Global Corporate and Institutional Advisory Services (GCIAS) team, where he focused on delivering corporate benefits education and individual financial guidance. He continues this work at OpenArc, advising clients on a wide range of planning needs including asset allocation, retirement income planning, education funding, tax-efficient strategies, and estate planning.

He earned his Bachelor of Science in Business Administration from the State University of New York at Potsdam, with minors in Communications and Employment Relations. Charles currently resides in Atlanta and welcomes the opportunity to connect and explore how his experience and personalized approach can support your financial goals.

Yaniv Rubina, CPFA®, CRPS™

Senior Vice President

Executive Relationship Manager

Yaniv Rubina serves as Senior Vice President, Executive Relationship Manager at OpenArc, where he leads strategic initiatives focused on executive services, participant education, and human capital solutions. With over 15 years of experience in financial services, Yaniv has built a career centered on enhancing the executive and participant experience across retirement, equity compensation, and financial wellness programs.

Throughout his career, Yaniv has held leadership roles in operations, compliance, and relationship management, consistently driving innovation and service excellence. His expertise spans full outsourcing strategies for Equity Compensation Plans, 401(k), Non-Qualified Deferred Compensation (NQDC), Defined Benefit (DB), Corporate 529, Healthcare Savings, and 10b5-1 trading plans.

Yaniv is a Certified Plan Fiduciary Advisor and Chartered Retirement Plan Specialist. He holds FINRA Series 7, 66, 24, 9 & 10 registrations, is Six Sigma Green Belt certified, and earned a B.S. in Finance from Florida State University and an MBA from Jacksonville University with a concentration in Leadership.



Outside of work, Yaniv enjoys spending time with his three children (two daughters and a son), playing guitar and piano, and cooking for his family.

Peter Sereno, CRPC™

Managing Director

Senior Wealth Management Advisor

Pete Sereno works with key employees and executives affiliated with the corporations supported by OpenArc Corporate Advisory, as well as their families and close connections. He assists with equity compensation strategy and execution, concentrated stock positions, and goals-based wealth management. By taking the time to understand each family’s current situation, needs, and aspirations, Pete and his team tailor and implement a financial strategy and wealth management plan that reflects a deep understanding of their goals.

Pete brings over 20 years of experience in consumer finance and holds the Chartered Retirement Planning Counselor TM designation. He earned a BS in Finance from the University of Central Florida. His previous roles as a consumer lending manager, private banker, and community bank vice president enable him to take a comprehensive approach when advising clients.



Pete has been happily married to his wife for 23 years, and they live in suburban Atlanta with their six daughters. In his spare time, Pete enjoys participating in his family’s scholastic and extracurricular activities. He also likes yard work (yes, he enjoys mowing the lawn!), watching sports, fishing, and both coaching and playing soccer.