Our Saratoga Springs Office

Meet Our Saratoga Springs Colleagues

Principal

Partner

Principal

Principal

Principal

Senior Principal

Associate

Principal

Principal

Partner & Chief Operating Officer for Client Service & Development

Senior Principal

Partner & Chief Practice Officer

Senior Principal

Senior Principal

Associate

Partner

Principal

Principal

Partner & Director of Risk Management

Partner & Chief Compliance Officer

Partner

Principal

Partner

Partner

Senior Associate

Principal

Principal

Partner & Chief Marketing Officer

Principal

Principal

Senior Associate

Senior Associate

Associate

Senior Principal

Partner & Chief Training and Quality Officer

Your Introduction to a Trusted Financial Partner Awaits

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 goals and match you with the advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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Where are your liquid assets held?

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

Dustin Ribergaard's headshot

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

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

Fourth Quarter 2025 Economic and Market Outlook

October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…

Jacob Ward and Joshua Norman

Incentive Stock Options

Turning Equity Compensation into a Strategic Asset

October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…

Dan Donofrio

Partner

Individuals and Families

How High-Net-Worth Families Pay for College

October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…

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