Our Team
Alphabetical Listing
Appelman, Sharon, CFP®, Managing Director, Wealth Advisor, Co-Head of Wealth Planning
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
Learn MoreClifford, Graham, Partner, 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, Co-Head of Wealth Planning
Learn MoreDenmark, Michael, Managing Director, Research Trader
Learn MoreFreedberg, Andrew, Partner, Portfolio Manager
Learn MoreGarfunkel, George, Senior Managing Director, Wealth Advisor
Learn MoreGasner, Michael, Senior Managing Director, Portfolio Manager
Learn MoreGottesman, Robert W., Executive Chairman, 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®, Partner, 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 MoreMarsans, Aletta, CFP®, ChFC®, Vice President, Wealth Advisor
Learn MoreMcCarthy, Jennifer, Managing Director, Head of Trusts & Estates
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 MoreNemzin, Robert, Managing Director, Wealth Advisor
Learn MoreNimocks, Byron, Senior Portfolio Manager
Learn MorePatrick, Paul, Managing Director, Portfolio Manager
Learn MorePau, Dickson, Research Associate
Learn MorePigman, Paul, ChFC®, CLU®, Managing Director, Wealth Advisor, Relationship Manager
Learn MorePorter, Simon E., Senior Managing Director, Portfolio Manager
Learn MorePuri, Himayani, Partner, Portfolio Manager, Head of Research
Learn MoreReiter, Jill, CFA®, Senior Managing Director, Portfolio Manager
Learn MoreRodriguez, Justin, CFA®, Director, Portfolio Manager
Learn MoreSammarco, Joseph A., Senior Managing Director, Head of Operations, Supervision, and Trading
Learn MoreSchwartz, Adam H., Partner, Portfolio Manager
Learn MoreSpinola, Alvaro, CFA®, Partner, Chief Financial Officer, Chief Operating Officer
Learn MoreStainman, Arthur, Senior Portfolio Manager
Learn MoreTambaro, Arthur, Senior Managing Director, Relationship Manager
Learn MoreTappen, Amanda A., CFP®, Managing Director, Wealth Advisor, Relationship Manager
Learn MoreVann, Robert, Managing Director, Wealth Advisor
Learn MoreVaron, Jack, Partner, Portfolio Manager
Learn MoreVodofsky, Jay, Partner, Relationship Manager
Learn MoreWaldman, Deborah, Senior Managing Director, 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