Our New York Offices

Centrally located in the heart of Midtown Manhattan, our colleagues share a steadfast commitment to providing objective advice and comprehensive financial management.

They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses, and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.

We have vast experience and expertise in transition planning, estate planning, tax planning and preparation, nonprofit financial management, executive financial counseling, and much more.

Not from New York? Our advisors are not bound by geography. They work with clients across the country.

Park Avenue Office

Our Park Avenue office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Saratoga Springs Office

Our Saratoga Springs office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Wall Street Office

Our Wall Street office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our New York Colleagues

Partner & Market Leader

Partner & Practice Leader

Principal

Principal

Senior Associate

Associate

Partner

Senior Associate

Senior Associate

Partner

Partner

Partner

Principal

Principal

Partner

Associate

Partner

Associate

Associate

Principal

Senior Associate

Partner

Partner

Principal

Partner

Principal

Partner

Senior Associate

Associate

Senior Associate

Partner & Chief Solutions Officer

Principal

Associate

Partner

Principal

Associate

Partner

Partner

Principal

Partner

Associate

Associate

Associate

Associate

Principal

Principal

Partner

Principal

Associate

Partner

Senior Associate

Partner

Senior Associate

Senior Associate

Partner

Associate

Principal

Senior Associate

Associate

Associate

Partner

Partner

Partner

Partner & Chief Operating Officer for Client Service & Development

Partner & Chief Operating Officer

Partner & Chief Revenue Officer

Associate

Principal

Partner & Director of Private Direct Investments

Principal

Associate

Partner & Director of Investment Management

Partner

Associate

Partner

Principal

Senior Associate

Principal

Principal

Partner

Partner

Senior Associate

Partner & Chief Equity Strategist

Associate

Associate

Partner & Chief Talent Officer

Senior Associate

Associate

Principal

Partner & Chief Technology Officer

Associate

Partner

Partner

Partner

Principal

Associate

Senior Associate

Partner

Senior Associate

Principal

Associate

Principal

Partner

Partner

Associate

Principal

Senior Associate

Partner & Chief Investment Officer

Partner

Partner

Associate

Senior Associate

Associate

Principal

Senior Associate

Principal

Principal

Partner & Business Development Officer

Senior Associate

Principal

Principal

Principal

Senior Associate

Senior Associate

Principal

Senior Associate

Partner

Partner

Partner & Chief Marketing Officer

Partner

Senior Principal

Senior Associate

Principal & Deputy Chief Compliance Officer

Partner

Principal

Partner & General Counsel

Partner

Associate

Senior Associate

Senior Associate

Associate

Senior Associate

Senior Associate

Associate

Principal

Associate

Associate

Senior Associate

Principal

Senior Associate

Partner & Head of Corporate Finance

Associate

Partner

Associate

Associate

Principal

Associate

Associate

Senior Associate

Partner

Associate

Principal

Associate

Associate

Senior Associate

Partner

Associate

Associate

Partner & Chief Training and Quality Officer

Principal

Associate

Curious about learning more? Let’s talk.

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