Expert Financial Guidance for New York

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.

Madison Avenue Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Madison Avenue office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Midtown Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Midtown 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

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David Aaron

Partner & Market Leader

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Lloyd Abramowitz

Partner & Practice Leader

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Aimee M. Adler, CFP®

Associate

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Helen Anderson

Principal

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Nikolai Arutiunov

Senior Associate

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Ian Bai, CFP®

Principal

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Aleem Baksh

Senior Associate

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Michaela Barnum

Senior Associate

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Frederic Behrens, CFP®

Partner

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Andrew Blumenthal, CFP®

Partner

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Doug Bonaquist

Partner

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Jen Bowen

Principal

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Manny Bratta

Principal

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Kevin Buckley, CFP®

Partner

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Brenda Bujanauskaite

Associate

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Gerard Burke

Senior Associate

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Christopher Burrows

Partner

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Matthew Canner

Partner

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Vonny Carrington

Partner

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Lynda Castellano

Partner

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Ricardo Castro

Senior Associate

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Miryam Cohen

Senior Associate

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Tom Cohn, CFA

Partner & Chief Solutions Officer

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Paul D’Elia, CFP®

Partner

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Brett Dearing

Partner

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Thomas Decker, CFP®

Principal

Cheryl Donaldson

Principal

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Pierre duPont

Partner

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Ini Etuk

Senior Associate

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Jessica Farrell

Partner

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Dajion Grant

Senior Associate

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Cameron Grimm

Associate

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Andrew Helfont, CFA

Partner

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Kevin Hilden

Partner & Chief Operating Officer

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Adam Hills

Partner & Chief Revenue Officer

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George Hubbard

Partner & Director of Private Direct Investments

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Michèle Hurley

Principal

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John Hyman, CIMA®

Partner & Director of Investment Management

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David Jumper, CFA

Partner

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Ekaterina Klimentova, CPA, CDFA®

Partner

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Zoe Kreca, CFP®

Senior Associate

Eunmi Kwon, CPA, CFP®

Principal

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Rebecca LaPlant

Senior Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Amy Lin

Senior Associate

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

Christina Lum

Associate

Demi Maya

Associate

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Paul McGloin

Partner

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Timothy McNally, CPA, CIMA®

Principal

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Greg Mitseas

Senior Associate

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Sean Moore

Partner

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Lindsey Nadel

Partner

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Resmena O’Meally, CPA

Partner

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Sarah Gregg Orum

Principal

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Sebastian Ottaplakal

Associate

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Ben Pace

Partner & Chief Investment Officer

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Aydan Panahova

Associate

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Cristina Paul, CFP®

Partner

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Brittany Peyser

Principal

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Nina Pilgrim

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Gerianne Raymundo

Principal

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Marianne S. Rodriguez, CFP®

Principal

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Jeff Rup

Senior Associate

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

Nicole Sager

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Leonard Schlangel, CPA, JD

Partner

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Robert Schwagerl, CMT, CFTe

Principal

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Rob Seco

Partner & General Counsel

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Matthew Serkes, CFP®

Principal

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Kirsten Shaw

Senior Associate

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Carley Skidmore

Senior Associate

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Dee Slavutin, ChFC®

Partner

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Judith Spencer

Associate

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Matt Stazzone

Principal

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Larry Sussman, CFA

Partner & Head of Corporate Finance

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Natalia Tchetchoulina

Partner

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Shaadi Tehran

Associate

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William Tricarico

Associate

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Alyson Tucci

Partner & Chief of Staff

Juan Vasquez

Associate

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Daniel Vignola

Associate

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Thayer Walker

Principal

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Angella Wallace

Associate

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Aubrey Weber

Senior Associate

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Larry Weissman, CFA

Partner

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Andrew Wolfgang

Partner & Chief Training and Quality Officer

Charles Wright

Associate

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Katherine Willis

Katherine Willis

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.