Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Kurt Miscinski
Partner, President & CEO
Brett Dearing
Partner
Lynda Castellano
Daniel Park
Carol Benz
Partner & Chief People Officer
Michelle Soto
Mimi Drake
Partner & Market Leader
Madeleine Thomas
Senior Associate
James Lebenthal
Partner & Chief Equity Strategist
Gerard Burke
Javier Solis
Elizabeth Dawson
Principal
Masha Hodi
Partner & Chief Experience Officer
Brian Tu
Meg Rowley
Doug Garrison
Matthew Canner
Erica Bunnell
Justin DuMouchelle
Peter Martin
Jillian Laughlin
Associate
Rita Lee
Richard Long
Lauren Desforge
Claire O’Keefe
Partner & Head of Partner Development
Aaron Waxman
Peter Yoon
Jennifer Ellison
Eric Chang
Erica Cameron
Steve Williams
Partner & Chief Client Officer
Ray McCarthy
Karim Ahamed
Nicole Joko
Andrew Blumenthal
Kate Kittinger
Natalia Tchetchoulina
Eric Minnick
Vonny Carrington
Myles VanderWeele
Sean Moore
Kathryn Kennedy
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James Izard II
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