Our Team

Appelman, Sharon, CFP®, Managing Director, Wealth Advisor

Aspen, Andrew, Partner, Chief Legal Officer

Aylward, Robert J., Senior Managing Director, Portfolio Manager, Research Analyst

Baghdasaryan, Anna, Managing Director, Research Analyst

Beardsley, Eric, CFA®, Managing Director, Research Analyst

Berman, Leonard, Partner, Portfolio Manager

Clammer, Ben, Managing Director, Relationship Manager, Wealth Advisor

Clifford, Graham, Senior Managing Director, Chief Technology Officer

Clifford, John, Managing Director, Head Trader

Colin, Sam, Partner, Portfolio Manager

Covino, Jeremy, Managing Director, Chief Compliance Officer

Dende, Christopher, CFP®, Managing Director, Wealth Advisor

Denmark, Michael, Managing Director, Research Trader

Freedberg, Andrew, Partner, Portfolio Manager

Garfunkel, George, Senior Managing Director, Relationship Manager, Wealth Advisor

Gasner, Michael, Senior Managing Director, Portfolio Manager

Gottesman, Robert W., Executive Chairman, Partner, Portfolio Manager

Green, Todd, CFA®, Partner, Portfolio Manager

Greenberg, Matt, Senior Portfolio Manager

Groveman, Benjamin, Partner, Portfolio Manager

Groveman, Bernard, CFA®, Partner, Portfolio Manager

Haley, Robert J., CFA®, Senior Managing Director, Portfolio Manager, Research Analyst

Han, Frank, Managing Director, Research Analyst

Helmick, Dan, Partner, Portfolio Manager

Henderson, Kenya, Senior Managing Director, Chief Marketing Officer

Kelter, Michael, Partner, Portfolio Manager

Marans, Joshua K., CFA®, Managing Director, Research Analyst

McGraw, Emma, CFP®, Vice President, Wealth Advisor

Muccia, David C., Senior Managing Director, Portfolio Manager, Research Analyst

Muccia, Timothy C., Partner, Portfolio Manager

Mullen, Wendy, Partner, Chief Administrative Officer

Nimocks, Byron, Senior Portfolio Manager

Patrick, Paul E., Managing Director, Portfolio Manager

Pau, Dickson, Research Associate

Pigman, Paul, ChFC®, CLU®, Managing Director, Relationship Manager, Wealth Advisor

Porter, Simon E., Senior Managing Director, Portfolio Manager

Puri, Himayani, Partner, Head of Research, Portfolio Manager

Reiter, Jill, CFA®, Senior Managing Director, Portfolio Manager

Rodriguez, Justin, CFA®, Director, Portfolio Manager

Sammarco, Joseph A., Senior Managing Director, Co-Chief Operations Officer, Head of Business Supervision

Schwartz, Adam H., Partner, Portfolio Manager

Spinola, Alvaro, CFA®, Partner, Chief Financial Officer

Stainman, Arthur, Senior Portfolio Manager

Tambaro, Arthur, Senior Managing Director, Co-Chief Operations Officer

Varon, Jack, Partner, Portfolio Manager

Vodofsky, Jay, Partner, Relationship Manager

Waldman, Deborah, Senior Managing Director, Relationship Manager, Wealth Advisor

Wydra, Zachary A., Chief Executive Officer, Partner, Portfolio Manager

Yegya-Raman, Anand, Managing Director, Research Analyst

Zager, Mark, Research Associate