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.
Client and Corporate Services
Mitch is a Principal in the New York office. He is responsible for managing the firm’s billing process and provides financial planning analysis for the organization in the finance team.
Prior to joining the firm, he was an Associate at Lenox Wealth Advisors in New York City where he assisted in client service activities and investment operations. In addition to his time spent in the investment advisory space, he also has experience working with financial service firms and publicly traded companies in strategic communications and investor relations.
What does the world need now more than anything?
Smart, honest content that engages audiences and informs them without trying to sell them on something. If it is truly good and engaging and smart and honest, people will line up if interested to be involved and receive services
Amy Banker, AIF®
Principal & Head of Digital Marketing
Marie Del Bove
Ciara C. Colón
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Michael Erskine, CFA
Zoe Kreca, CFP®
Tap N. Le
Danni Lee, PHR®
Principal & Director of Technology
Doug McClean, CISM®
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Andrea Castillo Pena
Andrew N. Riehl, CFA
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Ari Stanger, CPA
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