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.
Board of Advisors
Diana Cantor is a Partner at Alternative Investment Management, LLC. Ms. Cantor formerly served as Managing Director at New York Private Bank & Trust, Vice President at Goldman Sachs, the Founding Executive Director of the Virginia College Savings Plan and practiced law at Kaye Scholer (now Arnold and Porter). Ms. Cantor currently serves as Vice Chairman of the Virginia Retirement System, an Independent Director of Domino’s Pizza, Universal Corporation and VICI Properties and was formerly a Director of Media General, Revlon and The Edelman Financial Group. Mrs. Cantor is a CPA and a Member of the State Bar in Virginia, Florida and New York. She is a Board Member of the U.S. Chamber of Commerce Foundation and 100 Women in Finance.
John Bowlin
William Jasien
Thomas Leppert
Madeline Serpico
Jill Smart
Martin Sullivan
By clicking “Submit”, 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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
