Search Filters By Location Chicago Cleveland San Diego San Francisco By Division Client Services & Operations Family Service Investment Research Wealth Advisory Alphabetical Sort A → Z Sort Z → A All Members David SternbergChief Executive OfficerViewMichael Peck, CFAPresident, Co-Chief Investment OfficerViewRandal Golden, CPWA®, AIF®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 DirectorViewIlya ZlotnikWealth Adviser & PartnerViewLilian Lo, CFP®Wealth AdviserViewBrian QuinnWealth AdviserViewTeddy Breiter, CFP®Wealth Adviser & PartnerViewBrandon IntraterManaging DirectorViewDavid SnyderWealth AdviserViewAndrew Lindblom, CFADirector of Wealth ManagementViewAlissa LevyDirector of Client ServiceViewAndrew Sternberg, CFP®Wealth AdviserViewMichael GraysonResearch AnalystViewJan QinClient Service ManagerViewTrevor KatzbanSenior Analyst & Co-Portfolio ManagerViewJacob PuccettiSenior AnalystViewMeaghan WirtzClient Service AssociateViewDan JonesWealth AdviserViewAsha Tangri Goldstein, CFP®Wealth AdviserViewJohn Eberle, CFAWealth AdviserViewJennifer Yong, CPACompliance ManagerViewMackenzie GranbyWealth AssociateViewRonald B. BremenWealth AdviserViewJacob HorwitzAdvisory AssociateViewKatarzyna PuscianClient Service AssociateViewGreg Goldfeder, CFAWealth AdviserViewShannon WoodthorpeClient Service AssociateViewWilliam Proper, CPAWealth AdviserViewFrançois BlondelSenior Software EngineerViewColin PigottJunior AnalystViewHeidi PiplaniClient Service AssociateViewKellianne MielkeClient Service AssociateViewTom LaJeoneTrading SpecialistViewAshley MacKinnonAdvisor AssociateViewAngela OliverClient Service AssociateViewChris MeachamWealth AdviserViewRyan MeachamWealth AdviserViewNathan KlosterWealth AdviserViewDavid AllenWealth AdviserViewLisa ZayakClient Service AssociateViewJustin ClarkClient Service AssociateViewMichael BrozovicAccounting AnalystViewMadeline SchneckJunior AnalystView