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 and Chief Compliance Officer
Managing Director and Chief Investment Officer
Managing Director and Chief Client Officer
Managing Director
Managing Director and Head of Investment Research
Managing Director
Managing Director
Managing Director
Managing Director
Associate Consultant
Consultant
Associate Consultant
Director of Financial Planning
Associate Consultant
Associate Consultant
Associate Director
Senior Consultant
Director
Associate Director
Financial Planning Associate
Senior Consultant
Consultant
Associate Consultant
Senior Consultant
Financial Planning Associate
Associate Consultant
Associate Consultant

Firm Operations

Director of Compliance
Managing Director, Head of Finance and Operations
Managing Director, Head of Client Education
Client Operations Analyst
Manager of Human Resources
Client Operations Associate
Investment Communications Analyst
Client Operations Team Leader
Senior Performance Analyst
Client Operations Analyst
IT Manager
Manager of Administration
Accounting Manager
Senior Research Analyst
Client Operations Analyst
Client Operations Analyst
Senior Performance Analyst
Senior Client Reporting Associate
Project Management Data Associate
Director of Strategic Initiatives
Director of Client Reporting
Client Operations Analyst
Director of Client Operations
Project Manager
Manager of Client Reporting
Director of Firm Relations
Senior Client Operations Analyst
Investment Research Analyst
Director of Strategic Growth
Manager of Research
Client Operations Specialist
Administrative Associate
Marketing Associate