Search Filters By Location Chicago Cleveland San Diego San Francisco By Division Client Services & Operations Investment Research Leadership Wealth Advisory Wealth Management Alphabetical Sort A → Z Sort Z → A All Members David SternbergChief Executive Officer, Co-FounderViewMichael Peck, CFAPresident, Co-Chief Investment OfficerViewRandal Golden, CPWA®, AIF®Co-Founder, Chief Financial OfficerViewChad Eisenberg, CPAChief Operating OfficerViewScott HergottDirector of Research, Co-Chief Investment OfficerViewBrian MurphyPortfolio ManagerViewMarc D. BassewitzChief Compliance Officer & General CounselViewYadira Guzman, CPAControllerViewNicholas Lotysz, CFA, CPADirector of Operational Due DiligenceViewRichard L. IntraterMANAGING DIRECTOR & PARTNERViewIlya ZlotnikWealth Adviser & PartnerViewLilian Lo, CFP®Wealth Adviser & PartnerViewBrian QuinnWealth Adviser & PartnerViewTeddy Breiter, CFP®Wealth Adviser & PartnerViewBrandon IntraterManaging DirectorViewDavid SnyderWealth AdviserViewAndrew Sternberg, CFP®Wealth AdviserViewMichael GraysonPortfolio ManagerViewJan QinClient Service ManagerViewTrevor KatzbanSenior Analyst & Co-Portfolio ManagerViewJacob Puccetti, CFASenior Research AnalystViewMeaghan WirtzClient Service Team LeadViewDan JonesWealth Adviser & PartnerViewAsha Tangri Goldstein, CFP®WEALTH ADVISER & PARTNERViewJohn Eberle, CFAWealth Adviser & PartnerViewJennifer Yong, CPACompliance ManagerViewMackenzie GranbyAdvisory AssociateViewRonald B. BremenWEALTH ADVISERViewJacob Horwitz, CFP®Advisory AssociateViewKatarzyna PuscianSenior Client Service AssociateViewGreg Goldfeder, CFAWealth Adviser & PartnerViewShannon WoodthorpeClient Service AssociateViewWilliam Proper, CPAWealth Adviser & PartnerViewFrançois BlondelSenior Software EngineerViewHeidi PiplaniSenior Client Service AssociateViewKellianne MielkeClient Service AssociateViewTom LaJeoneTraderViewAshley MacKinnonSenior Advisory AssociateViewChris MeachamWealth Adviser & PartnerViewRyan MeachamWealth Adviser & PartnerViewNathan KlosterWealth Adviser & PartnerViewDavid AllenWealth Adviser & PartnerViewJustin ClarkSenior Client Service AssociateViewMichael BrozovicAccounting AnalystViewMadeline SchneckResearch AnalystViewPatrick NorrisRELATIONSHIP MANAGERViewAbby Phillips, CFP®Advisory AssociateViewFrank PellicoriDirector of Wealth Management & PartnerViewAshley HondaClient Service AssociateViewZach MarierFund AccountantViewTaylor FlahavenSenior Client Service AssociateViewCourtney NeubergClient Service AssociateViewChris HollowayAdvisory AssociateViewCharlie KolackiJunior Research AnalystViewCharlie Winek, CPAOperational Due Diligence Analyst ViewZackary Meuser, CFP®Wealth AdviserViewJason BlockFinance AssociateViewAnthony MarsallaClient Service Associate ViewRobert O’HaraResearch AnalystViewJessica MercadoFinance ManagerViewJames MillettePerformance AnalystViewRonald Quaranta IIIAdvisory AssociateViewBrigitta GutClient Service AssociateViewBrigita GerulskisAdvisory AssociateViewMeredith WeeksCompliance ManagerView