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Leadership

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

Wealth Management

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

Wealth Advisory

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

Client Services & Operations

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