Our Team
Alphabetical Listing
Appelman, Sharon, CFP®, Managing Director, Wealth Advisor
Learn MoreAspen, Andrew, Partner, Chief Legal Officer
Learn MoreAylward, Robert J., Senior Managing Director, Portfolio Manager, Research Analyst
Learn MoreBaghdasaryan, Anna, Managing Director, Research Analyst
Learn MoreBeardsley, Eric, CFA®, Managing Director, Research Analyst
Learn MoreBerman, Leonard, Partner, Portfolio Manager
Learn MoreClammer, Ben, Managing Director, Relationship Manager, Wealth Advisor
Learn MoreClifford, Graham, Senior Managing Director, Chief Technology Officer
Learn MoreClifford, John, Managing Director, Head Trader
Learn MoreColin, Sam, Partner, Portfolio Manager
Learn MoreCovino, Jeremy, Managing Director, Chief Compliance Officer
Learn MoreDende, Christopher, CFP®, Managing Director, Wealth Advisor
Learn MoreDenmark, Michael, Managing Director, Research Trader
Learn MoreFreedberg, Andrew, Partner, Portfolio Manager
Learn MoreGarfunkel, George, Senior Managing Director, Relationship Manager, Wealth Advisor
Learn MoreGasner, Michael, Senior Managing Director, Portfolio Manager
Learn MoreGottesman, Robert W., Executive Chairman, Partner, Portfolio Manager
Learn MoreGreen, Todd, CFA®, Partner, Portfolio Manager
Learn MoreGreenberg, Matt, Senior Portfolio Manager
Learn MoreGroveman, Benjamin, Partner, Portfolio Manager
Learn MoreGroveman, Bernard, CFA®, Partner, Portfolio Manager
Learn MoreHaley, Robert J., CFA®, Senior Managing Director, Portfolio Manager, Research Analyst
Learn MoreHan, Frank, Managing Director, Research Analyst
Learn MoreHelmick, Dan, Partner, Portfolio Manager
Learn MoreHenderson, Kenya, Senior Managing Director, Chief Marketing Officer
Learn MoreKelter, Michael, Partner, Portfolio Manager
Learn MoreMarans, Joshua K., CFA®, Managing Director, Research Analyst
Learn MoreMcGraw, Emma, CFP®, Vice President, Wealth Advisor
Learn MoreMuccia, David C., Senior Managing Director, Portfolio Manager, Research Analyst
Learn MoreMuccia, Timothy C., Partner, Portfolio Manager
Learn MoreMullen, Wendy, Partner, Chief Administrative Officer
Learn MoreNimocks, Byron, Senior Portfolio Manager
Learn MorePatrick, Paul E., Managing Director, Portfolio Manager
Learn MorePau, Dickson, Research Associate
Learn MorePigman, Paul, ChFC®, CLU®, Managing Director, Relationship Manager, Wealth Advisor
Learn MorePorter, Simon E., Senior Managing Director, Portfolio Manager
Learn MorePuri, Himayani, Partner, Head of Research, Portfolio Manager
Learn MoreReiter, Jill, CFA®, Senior Managing Director, Portfolio Manager
Learn MoreRodriguez, Justin, CFA®, Director, Portfolio Manager
Learn MoreSammarco, Joseph A., Senior Managing Director, Co-Chief Operations Officer, Head of Business Supervision
Learn MoreSchwartz, Adam H., Partner, Portfolio Manager
Learn MoreSpinola, Alvaro, CFA®, Partner, Chief Financial Officer
Learn MoreStainman, Arthur, Senior Portfolio Manager
Learn MoreTambaro, Arthur, Senior Managing Director, Co-Chief Operations Officer
Learn MoreVaron, Jack, Partner, Portfolio Manager
Learn MoreVodofsky, Jay, Partner, Relationship Manager
Learn MoreWaldman, Deborah, Senior Managing Director, Relationship Manager, Wealth Advisor
Learn MoreWydra, Zachary A., Chief Executive Officer, Partner, Portfolio Manager
Learn MoreYegya-Raman, Anand, Managing Director, Research Analyst
Learn MoreZager, Mark, Research Associate
Learn More