Our State Street Office

Meet Our State Street Colleagues

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Partner

Principal

Senior Associate

Partner

Partner

Partner

Principal

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Associate

Senior Principal

Partner & Chief Growth Officer

Associate

Principal

Senior Associate

Senior Principal

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Partner & Practice Leader

Partner

Senior Associate

Partner

Associate

Principal

Principal

Principal

Partner & Head of Billing and Revenue Operations

Senior Principal

Senior Associate

Senior Associate

Partner

Senior Principal

Associate

Senior Associate

Associate

Partner

Senior Associate

Senior Associate

Associate

Senior Associate

Partner

Partner

Partner & Practice Leader

Principal

Principal

Senior Associate

Senior Associate

Associate

Your Introduction to an Expert 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 and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary
30-minute discovery call.

Call us: (212) 202-1810

or

complete this form to schedule

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!

Lead Concierge

Dustin Ribergaard

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

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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