Counsel from Seasoned Professionals Who Know You Well

Our experienced and credentialed leadership team includes CPAs, attorneys, bankers, CFPs and CFAs in addition to staff members with other advanced degrees and designations. With a carefully maintained client-to-adviser ratio, you are served for the long term by professionals who know your situation well.

Client Services

Chief Executive Officer
Managing Director and Chief Investment Officer
Managing Director
Managing Director
Managing Director
Managing Director
Managing Director and Chief Client Officer
Associate Director
Director of Financial Planning
Senior Consultant
Financial Planning Analyst
Consultant
Consultant
Consultant
Consultant
Associate Consultant
Associate Consultant
Associate Consultant
Associate Consultant

Firm Operations

Director of Investment Research
Director of Communications
Director of National Business Development
Director of Client Reporting
Director of Finance and Administration
Chief Compliance Officer
Research Analyst
Client Operations Analyst
Investment Communications Analyst
Client Operations Team Leader
Marketing Manager
Performance Analyst
Senior Accountant
Senior Marketing Associate
Senior Research Analyst
Client Operations Analyst
Senior Performance Analyst
Project Manager
Senior Client Operations Analyst
Manager of Client Reporting
Client Operations Analyst
Senior Business Development Associate
Manager of Research
Office Manager
Client Operations Analyst
Client Operations Associate
Office Assistant