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Leadership

Brian Murphy
Co-Chief Investment Officer
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
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

Wealth Advisory

Ashley MacKinnon
Senior Advisory Associate
Benjamin Bluman
Advisory Associate
Brigita Gerulskis
Advisory Associate
Chris Holloway
Advisory Associate
Jacob Horwitz, CFP®
Senior Advisory Associate
Mackenzie Granby
Advisory Associate
Robert Cremin
Advisory Associate
Ronald Quaranta III
Advisory Associate
Tom LaJeone
Trader
Tony Smith
Trader

Client Services & Operations

Anthony Marsalla
Client Service Associate
Ashley Honda
Client Service Associate
Brian Kim
Client Service Associate
Brigitta Gut
Client Service Associate
Courtney Neuberg
Client Service Associate
Heidi Piplani
Senior Client Service Associate
Jan Qin
Client Service Manager
Justin Clark
Senior Client Service Associate
Katarzyna Puscian
Senior Client Service Associate
Kellianne Mielke
Marketing Specialist
Meaghan Wirtz
Client Service Team Lead
Meredith Weeks
Compliance Manager
Michael Brozovic
Accounting Analyst
Shannon Woodthorpe
Client Service Associate
Taylor Flahaven
Senior Client Service Associate

Investment Research

Charlie Kolacki
Junior Research Analyst
Charlie Winek, CPA
Operational Due Diligence Analyst
Jacob Puccetti, CFA
Senior Research Analyst
James Millette
Performance Analyst
Jesse Burkhead, CAIA
Operational Due Diligence Analyst
Madeline Schneck
Research Analyst
Michael Grayson
Portfolio Manager
Robert O’Hara, CFA
Research Analyst
Tobin Burgdorf
Junior Research Analyst
Trevor Katzban
Senior Analyst & Co-Portfolio Manager