By Location

By Division

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

Lilian Lo, CFP®

Wealth Adviser

Brian Quinn

Wealth Adviser

Tedman Breiter, CFP®

Wealth Adviser

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

Advisory 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

Tina Cappelli

Client Service Associate

William Proper, CPA

Wealth Adviser

Jordan Kelman, CIPM

Senior Associate

François Blondel

Senior Software Engineer

Colin Pigott

Junior Analyst