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
Steven B. Weinstein
Chairman
Rebekah L. Kohmescher
Chief Executive Officer and Chief Compliance Officer
Jason M. Laurie
Managing Director and Chief Investment Officer
Timothy G. French
Managing Director and Chief Client Officer
David J. Lin
Managing Director and Head of Investment Research
Bryan R. Malis
Managing Director
Rachael Halstuk Mangoubi
Managing Director
Michael J. Murray
Managing Director
Donald J. Sorota
Managing Director
Jacob R. Ball
Consultant
Justin K. Byers
Associate Consultant
Lucy I. Charpentier
Associate Consultant
Caitlin M. Dixon
Director of Financial Planning
Nicklaus J. Donovan
Consultant
Costa M. Gianiodis
Consultant
Steven J. Hoffmann
Associate Consultant
Patrick T. Kelly
Director
Benjamin H. Kresner
Associate Director
Jack A. Menard
Associate Consultant
Lisa M. Micka
Director
J. Gus Miller
Associate Director
Connor D. Morrison
Associate Consultant
Cole M. Muckian
Associate Consultant
Matthew P. Norvell
Financial Planning Associate
Lachen S. Parks
Senior Client Education Associate
Aidan R. Roycraft
Senior Consultant
Elliott N. Sachnoff
Consultant
Daniel J. Scherding
Associate Director
Sean Sweet
Consultant
Madeline W. Stivers
Senior Consultant
Sahil Tandon
Financial Planning Associate
Maxwell A. Thesing
Associate Consultant
Bridget M. Trainor
Senior Financial Planning Analyst
Viet Truong
Senior Financial Planning Analyst
Hope O. Valls
Consultant

Firm Operations
Claire C. Browne
Director of Compliance
Allison L. DiLiberto
Managing Director, Head of Finance and Operations
Anna E. Nichols
Managing Director, Head of Client Education
Donna S. Baltazar
Senior Client Analyst
Emma L. Brkic
Manager of Human Resources
Abraham M. Cain
Client Operations Associate
Dave Carpenter
Investment Communications Analyst
Jason D. Carr
Client Operations Team Leader
Damon E. Cole
Senior Performance Analyst
Jake Cripps
IT Manager
Samantha L. Edwards
Manager of Administration
Rebecca A. Egan
Accounting Manager
Elliot L. Fisher
Senior Research Analyst
David G. Graves
Client Operations Analyst
Kara C. Gray
Client Operations Analyst
Michael L. Grojec
Senior Accountant
Adriana Haro
Senior Performance Analyst
Alexander J. Hudgin
Performance Analyst
Kristin M. Kirchner
Project Management Data Associate
Hannah R. Koch
Director of Strategic Initiatives
Jasmine A. Lane
Administrative Assistant
Jason D. Lister
Director of Client Reporting
Vanishri Mandyam
Client Operations Analyst
Megan L. Messer
Director of Client Operations
Madeline O. Mleziva
Project Manager
Sean E. Morrison
Manager of Client Reporting
Colleen B. Norton
Director of Firm Relations
Anthony N. Petrokas
Senior Client Operations Analyst
Andrew J. Roper
Investment Research Analyst
William C. Shannon
Director of Strategic Growth
James Shen
Manager of Research
Denise G. Turcott
Client Operations Specialist
Rachel L. Warner
Administrative Assistant to Business Development
Khara C. Williams
Administrative Associate
Rosa I. Zapata
Business Analyst