Stephanie Gromek

Managing Partner, Head Of Portfolio And Wealth Advisory Group

Ari Shalit

Vice President, Portfolio & Wealth Advisory

Jerry Hsieh

Director Of Accounting

Kristen Daley

Business Development Associate

Mary Duvnjak

Investment Research Associate

William Carter

Portfolio and Wealth Advisory Associate

Nick Squires

Partner

Audrey Dowd

Senior Associate

Kerstin Krautbauer

Vice President of Compliance

Staci Watson

Senior Executive Assistant and Advisory Admin Team Manager

Justine Rocco

Vice President of Client Administration

Bridget Ryan

Vice President of Trading

Nicole Ciolfi

Vice President of Portfolio & Wealth Administration

Colleen Mooney

Human Resources Associate

Caroline Giles

Portfolio and Wealth Management Client Service Analyst

Julie Melwani

Director, Head of HR

Andrew Nelson

VP, Project Manager

Will Page

Partner, Director of Investment Research

Alyssa Reese

Vice President of Portfolio & Wealth Advisory

Liz Cillo

Partner, Director of Portfolio and Wealth Advisory

Jennifer Joyce

Partner, Chief Operating Officer of Portfolio & Wealth Advisory

Kate Evangeline

Portfolio & Wealth Advisory Associate

Joel Micalizzi

Director

Alexander Yun

Associate, Portfolio & Wealth Advisory

Darcy McFadyen

Partner, Head of Data Governance

Melody Clancy

Vice President, Portfolio and Wealth Administration at BBR Partners

Abil Abraham

IT Associate

Ethan Chase

Portfolio & Wealth Advisory Analyst

Shaurya Pathak

Data Solutions Associate

Tomás F. Persano

Investment Research Analyst

Josh Fishman

Chief Financial Officer

Justin Molinaro

Partner, Director of Investment Research

Madison Gilbreth

Portfolio & Wealth Advisory Associate

Caroline Jackson

Executive Assistant to Founder and Co-CEO

Elise Lopez

Portfolio & Wealth Advisory Associate

Alba O.

Client Service Analyst

Angela Neller

Vice president of Trading

Frank Pisani

Vice President of Operations and Project Management

Emily Marinello

Vice President of Business Development

Isabelle Aloya

Advisory Associate

Elizabeth Foster

Portfolio & Wealth Advisory Analyst

Richie Kremler

Senior Fund Accountant

Gabriela Canaan

Portfolio & Wealth Advisory Senior Associate

Stephanie Diamond

Director, Impact Driven Client Solutions

Lily Hammer

Brand Development Associate

Morgan Blackmon

Client Operations & Onboarding Associate

Neil Mandal

Vice President

Jonathan Miles

Partner, Chief Operating Officer

Max Scher

Vice President of Portfolio & Wealth Advisory

Vivian T.

Analytics Engineer