At ESI, relationships are at the center of everything we do—and that starts with making it easy to connect with the right people, at the right time.
To support you more effectively, we’ve made the ESI Home Office Organizational Chart available in the Agent Portal. This resource provides a clear view of our teams, roles, and responsibilities, so you can quickly identify who to contact across the organization—without guesswork or unnecessary handoffs.
While many broker-dealers talk about transparency and accessibility, few provide this level of visibility into their home office structure. We believe clarity builds confidence, and access builds stronger partnerships.
How to Access the ESI Org Chart
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Log into the Agent Portal
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Hover over ESI in the top navigation
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Select Overview from the dropdown
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View by clicking on the Organizational Chart button located on the bottom of the Overview landing page as shown below.
Whether you’re looking for support, collaboration, or insight into how ESI is structured to serve your business, this tool is designed to make your experience simpler, faster, and more connected.
Because at ESI, being The Relationship Firm isn’t just a tagline—it’s how we operate.
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