Mimi Drake
Partner & Practice Leader
Madeleine Thomas
Senior Associate
James Lebenthal
Partner & Chief Equity Strategist
Masha Hodi
Partner & Colleague Engagement Officer
Brian Tu
Senior Principal
Meg Rowley
Partner & Practice Leader
Mimi Drake
Partner & Practice Leader
Madeleine Thomas
Senior Associate
James Lebenthal
Partner & Chief Equity Strategist
Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.
Lead Concierge
Schedule a complimentary discovery call now:
Where are your liquid assets held?
This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.
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Lead Concierge
Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.
We look forward to connecting with you soon.
Joshua Norman and Paul Chmielewski
Rita Lee
Partner
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