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.
Associate
Madison Avenue
Client and Corporate Services
Sebastian is an Associate Accounts Payable Specialist based in New York. He oversees all accounts payable functions for the firm while minimizing costs, streamlining processes, and improving efficiencies. Sebastian has over twelve years of experience in finance and accounting.
Sebastian’s expertise is multi-disciplinary with experience spanning across different functions including sales and marketing. He started his career in sales and marketing, with a stint in stock brokerage in India. He worked in Dubai managing the marketing and sales of building security and visual accessories before moving to the USA in 2000.
Andrew Adams
Senior Associate
Nikolai Arutiunov
Aleem Baksh
Amy Banker, AIF®
Principal
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Liza EsselSagoe
Ini Etuk
Stuart Evans
Principal & Chief Compliance Officer
Scott Finn
Mitch Gelkopf
Nick Gerber
David Gimpel
Erika Gunbeyi
Brad Gutzler
Michael Harano
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Brian Lee
Amy Lin
Winky Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Matt McGinn
Jessica Mendoza
Ana Mojica
Shelley Newham
Geoffrey Newman
Javier Ordaz
Krissi Paczolt, CPA
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Sawyer Rothmann
Jeanette Ruvalcaba
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Kirsten Shaw
Michelle Simek
Carley Skidmore
Marie C. Smith, CFP®
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Ashley Williams
Marissa Wilson
Heidi Wilson
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.