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.
Senior Associate
Client and Corporate Services
Kelley is a Senior Associate in the New York office. She is a member of the Client and Corporate Services team.
Timothy Abbott
Associate
Andrew Adams
Josh Anderson
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Christie Ballenger
Amy Banker, AIF®
Principal
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Nader Bazlamit
Jamie Berens
Ryan Berger
Steve Blair, CFE
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Andria Brewer, PCM®, CDMP®
Tyler Brook
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Partner
Lindsey Chastain, CPA
Yanming Chen
Whitney Clark
Karen Clinkenbeard
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Brady Crawford
Hannah Crockett, PMP®
Nataliya Crouse
Lenèe Dirzuweit, IACCP®
Justin Duncan
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Johanna Furlong
Kris Gasparac
Mitch Gelkopf
Nick Gerber
Zeina Ghaly
David Gimpel
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Jaclyn Hood
Reggie Hopton
William Horner
Tim Hunt
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zach Johnstone, CISM®, CISA®, CRISC®
Alaynna Keith
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Chief Technology Officer
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Justin Mitchell
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Nick Papachristou
Andreya Patterson
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Derrick Poon
Kristen Potter
Connor Powell, CPA
Neil Quinlan, CFP®, PMP®
Partner & Head of Operations
Nancy Renshaw
Andrew N. Riehl, CFA
Dalton Rinehart
Ryan Rodriguez
Sawyer Rothmann, CFA
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Lauren Seaman, SHRM-CP
Kirsten Shaw
Leah Silletto
Michelle Simek
Carley Skidmore
Ari Stanger, CPA
Matt Stazzone
Jean Steffan
Matt Tassell
Robert E. Thieman, CPA, JD
Madeleine Thomas
Alexa Thorson
Lauren Tingle
Zack Trygstad
Carmen Tu
Gabriel Turner
Daniel Waddell, JD
Aubrey Weber
Valerie Weinfeld
Lisa West
Cathleen Westfall
Matt Westfall, CFA
Partner & Head of Portfolio Management
Ashley Williams
Marissa Wilson
Heidi Wilson
Courtney Woolever, SHRM-CP
Debbie Zupkovich
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.
