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All Members

David Sternberg
Co-Founder, Chief Executive Officer
Michael Peck, CFA
President, Co-Chief Investment Officer
Randal Golden, CPWA®, AIF®
Co-Founder, Chief Financial Officer
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
PARTNER & MANAGING DIRECTOR
Ilya Zlotnik
Wealth Adviser & Partner
Lilian Lo, CFP®
Wealth Adviser & Partner
Brian Quinn
Wealth Adviser & Partner
Teddy Breiter, CFP®
Wealth Adviser & Partner
Brandon Intrater
Managing Director
David Snyder
Wealth Adviser
Alissa Levy
Director of Client Service
Andrew Sternberg, CFP®
Wealth Adviser
Michael Grayson
Research Analyst
Jan Qin
Client Service Manager
Trevor Katzban
Senior Analyst & Co-Portfolio Manager
Jacob Puccetti
Senior Analyst
Meaghan Wirtz
Client Service Team Lead
Dan Jones
Wealth Adviser & Partner
Asha Tangri Goldstein, CFP®
Wealth Adviser & Partner
John Eberle, CFA
Wealth Adviser & Partner
Jennifer Yong, CPA
Compliance Manager
Mackenzie Granby
Advisory Associate
Ronald B. Bremen
WEALTH ADVISER & PARTNER
Jacob Horwitz, CFP®
Advisory Associate
Katarzyna Puscian
Client Service Associate
Greg Goldfeder, CFA
Wealth Adviser
Shannon Woodthorpe
Client Service Associate
William Proper, CPA
Wealth Adviser & Partner
François Blondel
Senior Software Engineer
Colin Pigott
Junior Analyst
Heidi Piplani
Client Service Associate
Kellianne Mielke
Client Service Associate
Tom LaJeone
Trading Specialist
Ashley MacKinnon
Senior Advisory Associate
Angela Oliver
Client Service Associate
Chris Meacham
Wealth Adviser & Partner
Ryan Meacham
Wealth Adviser & Partner
Nathan Kloster
Wealth Adviser & Partner
David Allen
Wealth Adviser & Partner
Lisa Zayak
Client Service Associate
Justin Clark
Client Service Associate
Michael Brozovic
Accounting Analyst
Madeline Schneck
Junior Analyst
Patrick Norris
RELATIONSHIP MANAGER
Abigail Phillips
Advisory Associate
Frank Pellicori
Partner, Director of Wealth Management