Our Team

Appelman, Sharon, CFP®, Senior Managing Director, Wealth Advisor, Co-Head of Wealth Planning

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

Clifford, Graham, Partner, Chief Technology Officer

Clifford, John, Managing Director, Head Trader

Colin, Sam, Senior Managing Director, Portfolio Manager

Covino, Jeremy, Senior Managing Director, Chief Compliance Officer

Dende, Christopher, CFP®, Managing Director, Wealth Advisor, Co-Head of Wealth Planning

Denmark, Michael, Managing Director, Research Trader

Freedberg, Andrew, Partner, Portfolio Manager

Garfunkel, George, Senior Managing Director, Wealth Advisor

Gasner, Michael, Partner, Portfolio Manager

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

Grand-Jean, Steven, Managing Director, Portfolio Manager

Greenberg, Matt, Senior Portfolio Manager

Groveman, Benjamin, Partner, Portfolio Manager

Groveman, Bernard, CFA®, Partner, Portfolio Manager

Haley, Robert J., CFA®, Partner, 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, Portfolio Manager

Marsans, Aletta, CFP®, ChFC®, Vice President, Wealth Advisor

McCarthy, Jennifer, Senior Managing Director, Head of Trusts & Estates

McGraw, Emma, CFP®, Director, Wealth Advisor

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

Muccia, Timothy C., Partner, Portfolio Manager

Mullen, Wendy, Partner, Chief Administrative Officer

Nemzin, Robert, Esq., Managing Director, Wealth Advisor, Trust & Estate Planning Expert

Nimocks, Byron, Senior Portfolio Manager

Noelcke, Christopher, Managing Director, Research Analyst

Patrick, Paul, Managing Director, Portfolio Manager

Pau, Dickson, Research Associate

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

Porter, Simon E., Partner, Portfolio Manager

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

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

Rodriguez, Justin, CFA®, Director, Portfolio Manager

Ryu, Daniel, Director, Research Analyst

Sammarco, Joseph A., Senior Managing Director, Head of Operations, Supervision, and Trading

Schwartz, Adam H., Partner, Portfolio Manager

Sliwa, Nicole, Managing Director, Portfolio Manager

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

Stainman, Arthur, Senior Portfolio Manager

Tambaro, Arthur, Senior Managing Director, Relationship Manager

Tappen, Amanda A., CFP®, Managing Director, Wealth Advisor, Relationship Manager

Varon, Jack, Partner, Portfolio Manager

Vodofsky, Jay, Partner, Relationship Manager

Waldman, Deborah, Senior Managing Director, Wealth Advisor

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

Yegya-Raman, Anand, Managing Director, Research Analyst

Zager, Mark, Vice President, Research Analyst