Brett Barth

Co-CEO, 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

Partner, Director of Portfolio and Wealth Advisory at BBR Partners

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