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

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Partner & Chief Solutions Officer

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Partner & Chief Operating Officer for Client Service & Development

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Partner & Chief Practice Officer

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Partner & Director of Private Direct Investments

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Partner & Director of Investment Management

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Partner & Chief Equity Strategist

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Partner & Chief Technology Officer

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Partner & Chief Investment Officer

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Partner & Chief Compliance Officer

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Partner & Chief Marketing Officer

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Principal & Deputy Chief Compliance Officer

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Partner & General Counsel

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Partner & Head of Corporate Finance

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Principal & Senior Principal

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Partner & Chief Training and Quality Officer

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