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 AdviserViewAlissa LevyDirector of Client ServiceViewAndrew 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 PellicoriPartner, Director of Wealth ManagementViewAshley 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 AssociateView