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
Managing Director
Director
Director of Financial Planning
Financial Planning Analyst
Senior Consultant
Consultant
Consultant
Consultant
Consultant
Associate Consultant
Associate Consultant
Associate Consultant

Firm Operations

Managing Director and Head of Investment Research
Director of Communications
Director of Strategic Growth
Director of Client Reporting
Chief Compliance Officer
Senior Research Analyst
Client Operations Analyst
Investment Communications Analyst
Client Operations Team Leader
Marketing Manager
Performance Analyst
Client Operations Analyst
Senior Performance Analyst
Project Manager
Manager of Client Reporting
Client Operations Analyst
Project Associate
Manager of Research
Client Operations Analyst
Client Operations Associate
Office Assistant