Location
Park Avenue

Our Park Avenue Office

Meet Our Park Avenue Colleagues

Partner & Practice Leader

Lloyd Abramowitz

Partner

Gabe Aichholzer, CPA

Associate

Philip Alfonsin

Senior Principal

Joseph Amicone, JD

Principal

Helen Anderson, JD

Principal

Principal

Nikolai Arutiunov

Senior Associate

Associate

Michaela Barnum

Senior Associate

Partner

Frederic Behrens, CFP®

Partner

Andrew Blumenthal, CFP®

Partner

Associate

Principal

Kevin Buckley, CFP®

Partner

Brenda Bujanauskaite

Senior Associate

Senior Associate

Christopher Burrows

Partner

Matthew Canner, CPWA®

Partner

Associate

Principal

Vonny Carrington

Partner

Principal

Lynda Castellano

Partner

Senior Associate

Senior Associate

Partner & Chief Solutions Officer

Principal

Ciara C. Colón

Associate

Associate

Paul D’Elia, CFP®

Partner

Partner

Thomas Decker, CFP®, CPWA®

Senior Principal

Amanda Dekki, JD

Partner

Principal

Cheryl Donaldson

Principal

Principal

Partner

Alexander Dyumin

Senior Associate

Senior Associate

Owen Evans, CFA

Senior Associate

Jessica Farrell, CFA

Partner

Christian Ferreira

Senior Associate

Principal

Associate

Marco Moreno Garcia

Partner

Associate

Principal

Anthony Granata

Associate

Principal

Senior Associate

Associate

Susan Hartley-Moss, CTFA, TEP

Partner

Nicholas Hartnett, CFA

Senior Principal

Erica Hartog, CPA

Partner

Andrew Helfont, CFA

Partner

Partner & Chief Operating Officer

Senior Associate

Andrew Hoercher

Principal

Partner & Director of Private Direct Investments

Michèle Hurley

Senior Principal

Associate

John Hyman, CIMA®

Partner & Head of Investment Management

Associate

David Jumper, CFA

Partner

Senior Associate

Ekaterina Klimentova, CPA, CDFA®

Partner

Zoe Kreca, CFP®

Principal

Eunmi Kwon, CPA, CFP®

Principal

Partner

Rebecca LaPlant

Senior Associate

James Lebenthal, CFA

Partner & Chief Equity Strategist

Associate

Senior Associate

Partner

Partner & Chief Technology Officer

Principal

Associate

Michael McCarville, JD

Partner

Matthew McKenna

Senior Principal

Principal

Timothy McNally, CPA, CIMA®

Principal

Principal

Partner

Senior Associate

Associate

Partner

Partner

Resmena O’Meally, CPA

Partner

Partner & Chief Investment Officer

Associate

Daniel Park, CFP®

Partner

Cristina Paul, CFP®

Partner

Associate

Senior Associate

Associate

Brittany Peyser

Partner

Associate

Senior Associate

Principal

Quinn Portfolio, CFP®

Senior Principal

Principal

Marianne S. Rodriguez, CFP®

Principal

Senior Associate

Alexandera (Alex) Rudish

Senior Associate

Principal

Salvatore Russo

Partner

Devon Ruttenberg

Partner

Principal

Luis Emilio de Saro

Senior Associate

Nicole Scaffidi, IACCP®

Principal & Deputy Chief Compliance Officer

Leonard Schlangel, CPA, JD

Partner

Amita Schultes, Ph.D.

Partner

Robert Schwagerl, CMT, CFTe

Principal

Partner & General Counsel

Matthew Serkes, CFP®

Partner

Associate

Principal

Senior Associate

Robert J. Sollazzo, CFA

Senior Associate

Mitchell Somers

Associate

Associate

Marisa Stancroff

Associate

Kelley Stanford

Senior Associate

Principal

Nicole Stefanelli

Principal

Janet Stelpflug

Senior Associate

Principal

Samantha Sullivan

Associate

Senior Principal

Larry Sussman, CFA

Partner & Head of Corporate Finance

Victoria Talbot

Associate

Partner

Natalia Tchetchoulina

Partner

Associate

Tara D. Vagnone, CFP®

Partner

Senior Associate

Senior Associate

Alia Wagenhoffer, CFP®

Senior Principal

Senior Principal

Angella Wallace

Associate

Principal

Senior Associate

Larry Weissman, CFA

Partner

Principal

Senior Associate

Associate

Danelya Zholdasbekova

Associate

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.

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!

Dustin Ribergaard

Lead Concierge

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

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Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

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Estate Planning

10 Ways to Protect the Wealth You Have Built

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

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blog image background

Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

General inquiries: click here
Institutions and non-profits: click here
Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.

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.

Dustin Ribergaard

Lead Concierge

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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

blog image background

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

blog image background

Estate Planning

10 Ways to Protect the Wealth You Have Built

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

blog image background

blog image background

Economic and Market Outlooks

Webinar Recording: Q2 2025 Market & Economic Outlook

May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…

General inquiries: click here
Institutions and non-profits: click here
Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.