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.
Offices:
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.
335 Madison Avenue
New York, New York 10017
We're comprised of:
220 East 42nd Street
David Aaron
Partner & Market Leader
Lloyd Abramowitz
Partner & Practice Leader
Aimee M. Adler, CFP®
Associate
Helen Anderson
Principal
Nikolai Arutiunov
Senior Associate
Ian Bai, CFP®
Aleem Baksh
Michaela Barnum
Frederic Behrens, CFP®
Partner
Andrew Blumenthal, CFP®
Doug Bonaquist
Jen Bowen
Manny Bratta
Kevin Buckley, CFP®
Brenda Bujanauskaite
Gerard Burke
Christopher Burrows
Matthew Canner
Vonny Carrington
Lynda Castellano
Ricardo Castro
Miryam Cohen
Tom Cohn, CFA
Partner & Chief Solutions Officer
Paul D’Elia, CFP®
Brett Dearing
Thomas Decker, CFP®
Cheryl Donaldson
Pierre duPont
Ini Etuk
Jessica Farrell
Scott Finn
Mitch Gelkopf
Dajion Grant
Cameron Grimm
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Andrew Helfont, CFA
Kevin Hilden
Partner & Chief Operating Officer
Adam Hills
Partner & Chief Revenue Officer
George Hubbard
Partner & Director of Private Direct Investments
Michèle Hurley
John Hyman, CIMA®
Partner & Director of Investment Management
David Jumper, CFA
Ekaterina Klimentova, CPA, CDFA®
Zoe Kreca, CFP®
Eunmi Kwon, CPA, CFP®
Rebecca LaPlant
James Lebenthal, CFA
Partner & Chief Equity Strategist
Amy Lin
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Christina Lum
Demi Maya
Paul McGloin
Timothy McNally, CPA, CIMA®
Greg Mitseas
Sean Moore
Lindsey Nadel
Resmena O’Meally, CPA
Sarah Gregg Orum
Sebastian Ottaplakal
Ben Pace
Partner & Chief Investment Officer
Aydan Panahova
Daniel Parillo
Daniel Park, CFP®
Cristina Paul, CFP®
Brittany Peyser
Nina Pilgrim
Quinn Portfolio, CFP®
Gerianne Raymundo
Marianne S. Rodriguez, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Nicole Sager
Sarah Santoro
Nicole Scaffidi
Leonard Schlangel, CPA, JD
Robert Schwagerl, CMT, CFTe
Rob Seco
Partner & General Counsel
Matthew Serkes, CFP®
Kirsten Shaw
Carley Skidmore
Dee Slavutin, ChFC®
Judith Spencer
Matt Stazzone
Larry Sussman, CFA
Partner & Head of Corporate Finance
Natalia Tchetchoulina
Shaadi Tehran
William Tricarico
Alyson Tucci
Partner & Chief of Staff
Juan Vasquez
Daniel Vignola
Thayer Walker
Angella Wallace
Aubrey Weber
Larry Weissman, CFA
Andrew Wolfgang
Partner & Chief Training and Quality Officer
Charles Wright
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