Brett Barth

Co-CEO and Founder

Rebecca Lubin

Reporting Associate

Jordan Karen

Director Of Portfolio And Wealth Advisory

Julia Howell

VP Of HR

Lillian Weaver

PWA Analyst

Charles K.

Associate, Portfolio & Wealth Advisory

Sarah Nelson Rumph

Partner, Director Of Investment Research

Steven Katz

Partner, Director Of Portfolio & Wealth Advisory

Mike Darosa

Director Of Portfolio & Wealth Advisory

Michael Goldberg

Partner, Director Of Portfolio & Wealth Advisory

Sean Pezza

Vice President

Nicole C. Davis

Partner, Co-chief Operating Officer Of Portfolio & Wealth Advisory And Head Of Advisory Services

Jake Goldsmith

VP Of Trading

Brandon Pick

Partner, Investment Research

Gillian Minardi

Partner, Director Of Portfolio Administration & Reporting

Evan Roth

Co-ceo

Daniel Trocchia

Vice President Of Portfolio And Wealth Advisory

Laura Ilkiw

Director Of Learning And Development

Bradley Bernard

Director

Regina Gatti

Director, Recruiting

Matthew Shapiro

Director Of Business Administration & General Counsel

Jennifer Nelson Ray

Partner, Head Of Business Strategy And Innovation

Steven Pressman

Partner, Co-head Of Portfolio & Wealth Advisory

Salina Kelley

Vice President

Sophie Holt

Senior Investment Research Associate

Connor Ambrose

Client Services Analyst

Stephen Cain

Director, Portfolio & Wealth Advisory