All Members

David Sternberg
Chief Executive Officer
Michael Peck, CFA
President, Co-Chief Investment Officer
Randal Golden, CPWA®, AIF®
Chief Financial Officer
Chad Eisenberg, CPA
Chief Operating Officer
Scott Hergott
Director of Research, Co-Chief Investment Officer
Brian Murphy
Portfolio Manager
Marc D. Bassewitz
Chief Compliance Officer & General Counsel
Yadira Guzman, CPA
Controller
Monica Mehta
Director of Key Accounts & Business Development
Nicholas Lotysz, CFA, CPA
Director of Operational Due Diligence
Richard L. Intrater
Managing Director
Ilya Zlotnik
Wealth Adviser & Partner
Lilian Lo, CFP®
Wealth Adviser
Brian Quinn
Wealth Adviser
Tedman Breiter, CFP®
Wealth Adviser & Partner
Brandon Intrater
Managing Director
David Snyder
Wealth Adviser
Andrew Lindblom, CFA
Director of Wealth Management
Alissa Levy
Director of Client Service
Andrew Sternberg, CFP®
Wealth Adviser
Michael Grayson
Research Analyst
Jan Qin
Client Service Manager
Trevor Katzban
Senior Analyst
Joshua Pilson, CAIA
Director of Advisory Solutions
Jacob Puccetti
Research Analyst
Meaghan Wirtz
Client Service Associate
Dan Jones
Wealth Adviser
Asha Tangri Goldstein, CFP®
Wealth Adviser
John Eberle, CFA
Wealth Adviser
Jennifer Yong, CPA
Compliance Manager
Mackenzie Granby
Wealth Associate
Ronald B. Bremen
Wealth Adviser
Jacob Horwitz
Advisory Associate
Katarzyna Puscian
Client Service Associate
Greg Goldfeder, CFA
Wealth Adviser
Shannon Woodthorpe
Client Service Associate
William Proper, CPA
Wealth Adviser
François Blondel
Senior Software Engineer
Colin Pigott
Junior Analyst
Heidi Piplani
Client Service Associate
Kellianne Mielke
Client Service Associate
Tom LaJeone
Trading Specialist
Ashley MacKinnon
Advisor Associate
Angela Oliver
Client Service Associate
Chris Meacham
Wealth Adviser
Ryan Meacham
Wealth Adviser
Nathan Kloster
Wealth Adviser
David Allen
Wealth Adviser
Lisa Zayak
Client Service Associate
Justin Clark
Client Service Associate

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