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Leadership

David Sternberg
Chief Executive Officer, Co-Founder
Frank Pellicori
PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT
Jennifer Yong, CPA
Senior Compliance Manager
Marc D. Bassewitz
Chief Compliance Officer & General Counsel
Randal Golden, CPWA®, AIF®
Co-Founder
Scott Hergott
Chief Investment Officer
Yadira Guzman, CPA
Chief Financial Officer

Wealth Management

Abby Phillips, CFP®
WEALTH ADVISOR
Andrew Sternberg, CFP®
Wealth Advisor
Asha Tangri Goldstein, CFP®
WEALTH ADVISOR & PARTNER
Brandon Intrater
Managing Director & Partner
Brian Quinn
Wealth Advisor & Partner
Chris Meacham
Wealth Advisor & Partner
Dan Jones
Wealth Advisor & Partner
David Snyder
Wealth Advisor & Partner
Greg Goldfeder, CFA
Wealth Advisor & Partner
Ilya Zlotnik
Wealth Advisor & Partner
Lilian Lo, CFP®
WEALTH ADVISOR & PARTNER
Nathan Kloster
Wealth Advisor & Partner
Richard L. Intrater
MANAGING DIRECTOR & PARTNER
Ronald B. Bremen
WEALTH ADVISOR
Ryan Meacham
Wealth Advisor & Partner
Teddy Breiter, CFP®
Wealth Advisor & Partner
William Proper
Wealth Advisor & Partner
Zackary Meuser, CFP®
Wealth Advisor & Partner

Wealth Advisory

Ben Bluman, CFP®, CPFA®
Retirement Plan Specialist & Advisory Associate
Brian Schrimmer
Advisory Analyst
Griffin Lau, CFP®
Advisory Associate
Jacob Horwitz, CFP®
Senior Advisory Associate
Mackenzie Granby, CFP®
Senior Advisory Associate
Robert Cremin, CFP®
Advisory Associate
Ronald Quaranta III
Advisory Associate
Tom LaJeone
Trader
Tony Smith
Trader

Client Services & Operations

Ashley Honda
Senior Client Service Associate
Aurore Boyer
Client Service Associate
Azaan Abbas
Client Service Associate
Brian Kim
Client Service Associate
Brigitta Gut
Client Service Associate
Christi Wright
Client Service Associate
Heidi Piplani
Senior Client Service Associate
Kellianne Mielke
Marketing Specialist
Kim Carlson
Client Service Associate
Marissa Cummings
Client Service Associate
Meaghan Wirtz
Client Service Team Lead
Meredith Weeks
Compliance Manager
Michael Brozovic
Accounting Analyst
Michael Rizio
Accounting Analyst
Michelle Goedken
Client Service Associate
Nikki Praharaj
Advisory Associate
Shannon Woodthorpe
Client Service Associate
Taylor Flahaven
Senior Client Service Associate
Yanira Maldonado
Client Service Associate