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 SternbergCo-Founder, Chief Executive OfficerViewMichael 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. IntraterPARTNER & MANAGING DIRECTORViewIlya ZlotnikWealth Adviser & PartnerViewLilian Lo, CFP®Wealth Adviser & PartnerViewBrian QuinnWealth Adviser & PartnerViewTeddy 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 Team LeadViewDan JonesWealth Adviser & PartnerViewAsha Tangri Goldstein, CFP®Wealth Adviser & PartnerViewJohn Eberle, CFAWealth Adviser & PartnerViewJennifer Yong, CPACompliance ManagerViewMackenzie GranbyAdvisory AssociateViewRonald B. BremenWEALTH ADVISER & PARTNERViewJacob Horwitz, CFP®Advisory AssociateViewKatarzyna PuscianClient Service AssociateViewGreg Goldfeder, CFAWealth AdviserViewShannon WoodthorpeClient Service AssociateViewWilliam Proper, CPAWealth Adviser & PartnerViewFrançois BlondelSenior Software EngineerViewColin PigottJunior AnalystViewHeidi PiplaniClient Service AssociateViewKellianne MielkeClient Service AssociateViewTom LaJeoneTrading SpecialistViewAshley MacKinnonSenior Advisory AssociateViewAngela OliverClient Service AssociateViewChris MeachamWealth Adviser & PartnerViewRyan MeachamWealth Adviser & PartnerViewNathan KlosterWealth Adviser & PartnerViewDavid AllenWealth Adviser & PartnerViewLisa ZayakClient Service AssociateViewJustin ClarkClient Service AssociateViewMichael BrozovicAccounting AnalystViewMadeline SchneckJunior AnalystViewPatrick NorrisRELATIONSHIP MANAGERViewAbigail PhillipsAdvisory AssociateViewFrank PellicoriPartner & Wealth AdviserViewIs It Time to Look at Municipal Bonds?View