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.
Aimee M. Adler, CFP®
Associate
Helen Anderson, JD
Principal
Nikolai Arutiunov
Senior Associate
Ian Bai, CFP®
Aleem Baksh
Frederic Behrens, CFP®
Partner
Doug Bonaquist
Jen Bowen
Kevin Buckley, CFP®
Brenda Bujanauskaite
Gerard Burke
Tara Carley
Vonny Carrington
Lynda Castellano
Ricardo Castro
Tom Cohn, CFA
Partner & Chief Solutions Officer
Ciara C. Colón
Paul D’Elia, CFP®
Brett Dearing
Amanda Dekki, JD
Cheryl Donaldson
Pierre duPont
Jessica Farrell, CFA
Scott Finn
Mitch Gelkopf
Cameron Grimm
Kevin Hilden
Partner & Chief Operating Officer
Adam Hills
Partner & Chief Revenue Officer
Caroline Hirt
Andrew Hoercher
Michèle Hurley
David Jumper, CFA
Ekaterina Klimentova, CPA, CDFA®
Rebecca LaPlant
James Lebenthal, CFA
Partner & Chief Equity Strategist
Ben Lomazow
Stefan Ludlow
Principal & Chief Technology Officer
Michael McCarville, JD
Paul McGloin
Timothy McNally, CPA, CIMA®
Greg Mitseas
Sean Moore
Lindsey Nadel
Sebastian Ottaplakal
Ben Pace
Partner & Chief Investment Officer
Aydan Panahova
Daniel Park, CFP®
Andreya Patterson
Maria Pereyra
Linda Pesa
Brittany Peyser
Quinn Portfolio, CFP®
Gerianne Raymundo
Marianne S. Rodriguez, CFP®
Keisha Rose
Alexandera (Alex) Rudish
Jeff Rup
Devon Ruttenberg
Sarah Santoro
Nicole Scaffidi
Leonard Schlangel, CPA, JD
Rob Seco
Partner & General Counsel
Kirsten Shaw
Dee Slavutin, ChFC®
Mona Soliman
Robert J. Sollazzo, CFA
Matt Stazzone
Larry Sussman, CFA
Partner & Head of Corporate Finance
Natalia Tchetchoulina
Alyson Tucci
Partner & Chief of Staff
Tara D. Vagnone, CFP®
Juan Vasquez
Daniel Vignola
Aubrey Weber
Larry Weissman, CFA
Emily Wilkins
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