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    We believe in people, encourage diverse perspectives, and foster a culture of excellence.

    Kurt Miscinski

    Partner, President & CEO

    Brett Dearing

    Partner

    Lynda Castellano

    Partner

    Daniel Park

    Partner

    Carol Benz

    Partner & Chief People Officer

    Michelle Soto

    Partner

    Mimi Drake

    Partner & Market Leader

    Madeleine Thomas

    Senior Associate

    James Lebenthal

    Partner & Chief Equity Strategist

    Gerard Burke

    Senior Associate

    Javier Solis

    Partner

    Elizabeth Dawson

    Principal

    Masha Hodi

    Partner & Chief Experience Officer

    Brian Tu

    Principal

    Meg Rowley

    Partner & Market Leader

    Doug Garrison

    Partner

    Matthew Canner

    Partner

    Erica Bunnell

    Principal

    Justin DuMouchelle

    Market Leader

    Partner

    Peter Martin

    Partner

    Jillian Laughlin

    Senior Associate

    Rita Lee

    Partner

    Richard Long

    Partner

    Lauren Desforge

    Partner

    Aaron Waxman

    Partner

    Peter Yoon

    Principal

    Caroline Houchins

    Senior Associate

    Jennifer Ellison

    Partner

    Eric Chang

    Principal

    Erica Cameron

    Partner

    Steve Williams

    Partner & Chief Client Officer

    Ray McCarthy

    Principal

    Karim Ahamed

    Partner

    Nicole Joko

    Principal

    Andrew Blumenthal

    Partner

    Kate Kittinger

    Principal

    Natalia Tchetchoulina

    Partner

    Eric Minnick

    Principal

    Vonny Carrington

    Partner

    Myles VanderWeele

    Partner

    Sean Moore

    Partner

    Kathryn Kennedy

    Partner

    Kurt Miscinski

    Partner, President & CEO

    Brett Dearing

    Partner

    Lynda Castellano

    Partner

    Daniel Park

    Partner

    Carol Benz

    Partner & Chief People Officer

    Michelle Soto

    Partner

    Mimi Drake

    Partner & Market Leader

    Madeleine Thomas

    Senior Associate

    James Lebenthal

    Partner & Chief Equity Strategist

    Gerard Burke

    Senior Associate

    Javier Solis

    Partner

    Elizabeth Dawson

    Principal

    Masha Hodi

    Partner & Chief Experience Officer

    Brian Tu

    Principal

    Meg Rowley

    Partner & Market Leader

    Doug Garrison

    Partner

    Matthew Canner

    Partner

    Erica Bunnell

    Principal

    Justin DuMouchelle

    Market Leader

    Partner

    Peter Martin

    Partner

    Jillian Laughlin

    Senior Associate

    Rita Lee

    Partner

    Richard Long

    Partner

    Lauren Desforge

    Partner

    Aaron Waxman

    Partner

    Peter Yoon

    Principal

    Caroline Houchins

    Senior Associate

    Jennifer Ellison

    Partner

    Eric Chang

    Principal

    Erica Cameron

    Partner

    Steve Williams

    Partner & Chief Client Officer

    Ray McCarthy

    Principal

    Karim Ahamed

    Partner

    Nicole Joko

    Principal

    Andrew Blumenthal

    Partner

    Kate Kittinger

    Principal

    Natalia Tchetchoulina

    Partner

    Eric Minnick

    Principal

    Vonny Carrington

    Partner

    Myles VanderWeele

    Partner

    Sean Moore

    Partner

    Kathryn Kennedy

    Partner
    Meet the Team See Careers

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    Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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    Dustin Ribergaard

    Lead Concierge

    Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

    Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

    Schedule now:

    Dustin Ribergaard

    Lead Concierge

    Book your meeting

    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.

    Looking forward to
    speaking with you!

    Lead Concierge

    Dustin Ribergaard

    Thank you for booking a meeting with us!

    We look forward to connecting with you soon.

    Here are some valuable insights to read before your meeting

    Paul Chmielewski

    Partner

    Estate Planning

    2024 Gift, Estate, and GST Tax Changes

    Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

    Stephen Klingler

    Principal

    Investing

    5 Things to Do in a Down Market

    Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

    Paul Chmielewski

    Partner

    Charitable Giving

    A Guide to Charitable Gifting Options

    Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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