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

Firm Operations

Client Operations Analyst
Human Resource Generalist
Chief Compliance Officer
Investment Communications Analyst
Client Operations Team Leader
Senior Performance Analyst
Client Operations Analyst
Senior Research Analyst
Director of Finance and Administration
Office Manager
Client Operations Analyst
Research Analyst
Client Operations Associate
Senior Performance Analyst
Client Reporting Associate
Director of Client Operations
Project Management Data Associate
Director of Strategic Initiatives
Business Development Associate
Director of Client Reporting
Client Operations Analyst
Manager of Client Reporting
Director of Communications
Marketing Manager
Client Operations Analyst
Senior Accountant
Project Associate
Director of Strategic Growth
Manager of Research
Client Operations Specialist
Office Assistant
Marketing Associate