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