• Nonprofit Organizations

Impactful Advice and Extensive Oversight for Nonprofits

Proven guidance to perpetuate your mission and your legacy​

Talk to an Expert

Support to Propel Your Mission Forward

James Lebenthal

Partner & Chief Equity Strategist

Retirement Plans

Outsourcing Your RFP Can Save You Time & Money

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary duty can help you save time and money.

Robert C. Smith

Partner & Market Leader

Financial Planning

3 Things to Ask Yourself Before Joining a Board

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

Steve Kurosko

Partner & Market Leader

Investing

Socially Responsible Investing

An impactful strategy for individuals, retirement plans and nonprofits.

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Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Kate Polyte

Associate

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner

Peter Martin

Partner

Jillian Laughlin

Associate

Rita Lee

Partner

Richard Long

Principal

Lauren Desforge

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Claire O’Keefe

Partner & Head of Partner Development

Aaron Waxman

Partner

Peter Yoon

Principal

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

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Steve Williams

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Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

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Andrew Blumenthal

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Kate Kittinger

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