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Leadership

Chad Eisenberg, CPA
Chief Operating Officer
David Sternberg
Chief Executive Officer, Co-Founder
Frank Pellicori
DIRECTOR OF WEALTH MANAGEMENT & PARTNER
Jennifer Yong, CPA
Compliance Manager
Marc D. Bassewitz
Chief Compliance Officer & General Counsel
Michael Peck, CFA
President, Co-Chief Investment Officer
Nicholas Lotysz, CFA, CPA
Director of Operational Due Diligence
Randal Golden, CPWA®, AIF®
Chief Financial Officer, Co-Founder
Scott Hergott
Director of Research, Co-Chief Investment Officer
Yadira Guzman, CPA
Controller

Wealth Management

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

Wealth Advisory

Benjamin Bluman
Advisory Associate / Retirement Plan Specialist
Griffin Lau, CFP®
Advisory Associate
Jacob Horwitz, CFP®
Senior Advisory Associate
Mackenzie Granby, CFP®
Senior Advisory Associate
Robert Cremin
Advisory Associate
Ronald Quaranta III
Advisory Associate
Tom LaJeone
Trader
Tony Smith
Trader

Client Services & Operations

Ashley Honda
Senior Client Service Associate
Aurore Boyer
Client Service Associate
Azaan Abbas
Client Service Associate
Brian Kim
Client Service Associate
Brigita Gerulskis
Client Service Associate
Brigitta Gut
Client Service Associate
Christi Wright
Client Service Associate
Courtney Neuberg
Senior Client Service Associate
Heidi Piplani
Senior Client Service Associate
Jacob Atkinson
Compliance Associate
Jan Qin
Client Service Manager
Justin Clark
Senior Client Service Associate
Kellianne Mielke
Marketing Specialist
Marissa Cummings
Client Service Associate
Meaghan Wirtz
Client Service Team Lead
Meredith Weeks
Compliance Manager
Michael Brozovic
Accounting Analyst
Michael Rizio
Accounting Analyst
Shannon Woodthorpe
Client Service Associate
Taylor Flahaven
Senior Client Service Associate
Yanira Maldonado
Client Service Associate

Investment Research

Brian Murphy
Co-Chief Investment Officer
Charlie Kolacki
Junior Research Analyst
Charlie Winek, CPA
Senior Operational Due Diligence Analyst
Jacob Puccetti, CFA
Principal
Jesse Burkhead, CAIA
Operational Due Diligence Analyst
Michael Grayson
Portfolio Manager
Rishabh Tandon
Junior Research Analyst
Robert O’Hara, CFA
Principal
Stephanie Hejna
Junior Research Analyst
Tobin Burgdorf
Research Analyst