Our Team

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

Aspen, Andrew, Senior Managing Director, Chief Legal Officer

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

Baghdasaryan, Anna, Managing Director, Research Analyst

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

Berman, Leonard, Senior Managing Director, Portfolio Manager

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

Clifford, Graham, Managing Director, Chief Technology Officer

Clifford, John, Managing Director, Head Trader

Colin, Sam, Senior Managing Director, Portfolio Manager

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

Denmark, Michael, Managing Director, Research Trader

Freedberg, Andrew, Senior Managing Director, Portfolio Manager

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

Gasner, Michael, Managing Director, Portfolio Manager

Gottesman, Robert W., Executive Chairman, Senior Managing Director, Portfolio Manager

Green, Todd, CFA®, Senior Managing Director, Portfolio Manager

Greenberg, Matt, Managing Director, Portfolio Manager

Groveman, Benjamin, Senior Managing Director, Portfolio Manager

Groveman, Bernard, CFA®, Senior Managing Director, Portfolio Manager

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

Han, Frank, Research Analyst

Helmick, Dan, Senior Managing Director, Portfolio Manager

Henderson, Kenya, Managing Director, Chief Marketing Officer

Jameson, Angela, Managing Director, Portfolio Manager

Kelter, Michael, Senior Managing Director, Portfolio Manager

Kennedy, Thomas, Managing Director, Chief Compliance Officer

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

Marash, Ralph P., Managing Director, Portfolio Manager

McGraw, Emma, CFP®, Wealth Advisor

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

Muccia, Timothy C., Senior Managing Director, Portfolio Manager

Mullen, Wendy, Senior Managing Director, Chief Human Resources Officer

Nimocks, Byron, Managing Director, Portfolio Manager

Patrick, Paul E., Managing Director, Portfolio Manager

Pau, Dickson, Research Associate

Porter, Simon E., Managing Director, Portfolio Manager

Puri, Himayani, Senior Managing Director, Director of Research, Portfolio Manager

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

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

Schwartz, Adam H., Senior Managing Director, Portfolio Manager

Spinola, Alvaro, CFA®, Senior Managing Director, Chief Financial Officer

Stainman, Arthur, Managing Director, Portfolio Manager

Tambaro, Arthur, Managing Director, Co-Director of Operations

Varon, Jack, Senior Managing Director, Portfolio Manager

Vodofsky, Jay, Senior Managing Director, Relationship Manager

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

Wydra, Zachary A., Chief Executive Officer, Senior Managing Director, Portfolio Manager

Yegya-Raman, Anand, Research Analyst

Zager, Mark, Research Associate