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
Jason M. Laurie
Managing Director and Chief Investment Officer
Timothy G. French
Managing Director and Chief Client Officer
Richard K. Black
Managing Director
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
Associate Consultant
Alex L. Bergin
Associate Consultant
Brooke M. Courtney
Consultant
Dominic A. Dina
Financial Planning Analyst
Caitlin M. Dixon
Senior Financial Planning Analyst
Costa M. Gianiodis
Associate Consultant
Erica L. Green
Consultant
Patrick T. Kelly
Associate Director
Benjamin H. Kresner
Senior Consultant
Lisa M. Micka
Director
J. Gus Miller
Senior Consultant
Kathryn O’Hara
Director of Financial Planning
Maxwell W. Pristic
Consultant
Aidan R. Roycraft
Consultant
Elliott N. Sachnoff
Associate Consultant
Daniel J. Scherding
Senior Consultant
Jennifer R. Shepard
Director
Hope O. Valls
Associate Consultant

Firm Operations
Donna S. Baltazar
Client Operations Analyst
Emma L. Brkic
Human Resource Generalist
Claire C. Browne
Chief Compliance Officer
Dave Carpenter
Investment Communications Analyst
Jason D. Carr
Client Operations Team Leader
Damon E. Cole
Senior Performance Analyst
Joe G. Coyle
Client Operations Analyst
Lauren B. Denton
Senior Research Analyst
Allison L. DiLiberto
Director of Finance and Administration
Samantha L. Edwards
Office Manager
Rebecca A. Egan
Accounting Manager
Robert J. Englert
Client Operations Analyst
Elliot L. Fisher
Research Analyst
Kara C. Gray
Client Operations Associate
Adriana Haro
Senior Performance Analyst
Alexander J. Hudgin
Client Reporting Associate
Megan L. Messer
Director of Client Operations
Kristin M. Kirchner
Project Management Data Associate
Hannah R. Koch
Director of Strategic Initiatives
Jason D. Lister
Director of Client Reporting
Ross F. Mehtala
Client Operations Analyst
Sean E. Morrison
Manager of Client Reporting
Anna E. Nichols
Director of Communications
Colleen B. Norton
Director of Firm Relations
Anthony N. Petrokas
Senior Client Operations Analyst
Kara V. Schneider
Project Associate
William C. Shannon
Director of Strategic Growth
James Shen
Manager of Research
Denise G. Turcott
Client Operations Specialist
Khara C. Williams
Administrative Associate
Rosa I. Zapata
Marketing Associate