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All Members

David Sternberg
Chief Executive Officer, Co-Founder
Michael Peck, CFA
President, Co-Chief Investment Officer
Randal Golden, CPWA®, AIF®
Chief Financial Officer, Co-Founder
Chad Eisenberg, CPA
Chief Operating Officer
Scott Hergott
Director of Research, Co-Chief Investment Officer
Brian Murphy
Portfolio Manager
Marc D. Bassewitz
Chief Compliance Officer & General Counsel
Yadira Guzman, CPA
Controller
Nicholas Lotysz, CFA, CPA
Director of Operational Due Diligence
Richard L. Intrater
MANAGING DIRECTOR & PARTNER
Ilya Zlotnik
Wealth Advisor & Partner
Lilian Lo, CFP®
Wealth Advisor & Partner
Brian Quinn
Wealth Advisor & Partner
Teddy Breiter, CFP®
Wealth Advisor & Partner
Brandon Intrater
Managing Director
David Snyder
Wealth Advisor
Andrew Sternberg, CFP®
Wealth Advisor
Michael Grayson
Portfolio Manager
Jan Qin
Client Service Manager
Trevor Katzban
Senior Analyst & Co-Portfolio Manager
Jacob Puccetti, CFA
Senior Research Analyst
Meaghan Wirtz
Client Service Team Lead
Dan Jones
Wealth Advisor & Partner
Asha Tangri Goldstein, CFP®
WEALTH ADVISOR & PARTNER
John Eberle, CFA
Wealth Advisor & Partner
Jennifer Yong, CPA
Compliance Manager
Mackenzie Granby
Advisory Associate
Ronald B. Bremen
WEALTH ADVISOR
Jacob Horwitz, CFP®
Advisory Associate
Katarzyna Puscian
Senior Client Service Associate
Greg Goldfeder, CFA
Wealth Advisor & Partner
Shannon Woodthorpe
Client Service Associate
William Proper, CPA
Wealth Advisor & Partner
François Blondel
Senior Software Engineer
Heidi Piplani
Senior Client Service Associate
Kellianne Mielke
Client Service Associate
Tom LaJeone
Trader
Ashley MacKinnon
Senior Advisory Associate
Chris Meacham
Wealth Advisor & Partner
Ryan Meacham
Wealth Advisor & Partner
Nathan Kloster
Wealth Advisor & Partner
David Allen
Wealth Advisor & Partner
Justin Clark
Senior Client Service Associate
Michael Brozovic
Accounting Analyst
Madeline Schneck
Research Analyst
Abby Phillips, CFP®
Advisory Associate
Frank Pellicori
Director of Wealth Management & Partner
Ashley Honda
Client Service Associate
Zach Marier
Fund Accountant
Taylor Flahaven
Senior Client Service Associate
Courtney Neuberg
Client Service Associate
Chris Holloway
Advisory Associate
Charlie Kolacki
Junior Research Analyst
Charlie Winek, CPA
Operational Due Diligence Analyst
Zackary Meuser, CFP®
Wealth Advisor
Jason Block
Finance Associate
Anthony Marsalla
Client Service Associate
Robert O’Hara
Research Analyst
Jessica Mercado
Finance Manager
James Millette
Performance Analyst
Ronald Quaranta III
Advisory Associate
Brigitta Gut
Client Service Associate
Jesse Burkhead, CAIA
Operational Due Diligence Analyst
Brigita Gerulskis
Advisory Associate
Meredith Weeks
Compliance Manager
Tony Smith
Trader
Robert Cremin
Advisory Associate
Benjamin Bluman
Advisory Associate
Tobin Burgdorf
Junior Research Analyst