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Managing Partners
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Scott Bradtmiller
Chief Compliance Officer
Andrea Zilli
Chief Investment Officer
Robert Rohr
VP, Operations Manager
Edward Kramer
VP, Business Intelligence
Jennette Brilliant
Vice President
Kristen E. Ellison
Vice President
Jillian Lam
Vice President
Nicole Fox
Vice President
Melissa Felrice
VP, Administrative Services
Joseph Burbella
VP & Portfolio Manager
Adam Sandler
Director, Wealth Planning
Matt McDonald
Director
Mitchelle Shikhman
Senior Legal Operations Associate
Jonathan Bulos
Client Service Associate
