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Michael Cole
Michael Cole
Chief Executive Officer
Michael Cole
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David W. Karp
David W. Karp
Founding Partner & Senior Managing Director
Adam Strauss
Adam Strauss
Partner and Managing Director
Alex Smith
Alex Smith
Partner, Managing Director & Wealth Advisor
Alyse Reiser Comiter
Alyse Reiser Comiter
Managing Director, Wealth Strategist
Amy Gierak
Amy Gierak
VP, Client Relationship Specialist
April Neuhaus
April Neuhaus
Executive Assistant
Barbara Young
Barbara Young
Senior Managing Director & Co-Head of Family Office Services
Bill Buchband
Bill Buchband
Partner and Managing Director
Bill Rudnick
Bill Rudnick
Executive Managing Director & General Counsel
Bob Pagliuco
Bob Pagliuco
Chief Compliance Officer
Brooks Hays
Brooks Hays
Partner, Managing Director & Wealth Advisor
Christopher J. Demonte
Christopher J. Demonte
Partner and Managing Director
Craig Abraham
Craig Abraham
Partner, Managing Director and Wealth Advisor
Daniel Terlep
Daniel Terlep
Senior Managing Director, Chief Financial Officer Services
David Jackson
David Jackson
Chief Experience Officer
Dick Hall
Dick Hall
Partner and Managing Director
Greg Downs
Greg Downs
Managing Director, Investment Strategy
Gus Spaulding
Gus Spaulding
Managing Director, Wealth Advisor
Jack Ablin
Jack Ablin
CIO and Founding Partner
Jack Sawyer
Jack Sawyer
Partner and Managing Director
Jason Heckler
Jason Heckler
Partner and Managing Director
Jessica Buchholz
Jessica Buchholz
VP, Client Relationship Specialist
Jessica Malkin
Jessica Malkin
Executive Managing Director & CMO
John Schriver
John Schriver
Partner and Managing Director
Jon Mccumber
Jon Mccumber
Managing Director and Wealth Advisor
Kevin Long
Kevin Long
Partner and Senior Managing Director
Kimberly Dubord
Kimberly Dubord
Partner and Managing Director
Lillian Vassilatos
Lillian Vassilatos
VP, Client Relationship Specialist
Mark Guinney
Mark Guinney
Managing Director, Investment Strategy
Martim De Arantes Oliveira
Martim De Arantes Oliveira
Senior Managing Director
Matt Teich
Matt Teich
Managing Director, Wealth Strategy
Michael Costabile
Michael Costabile
Chief Financial Officer
Michael Mohr
Michael Mohr
Partner and Managing Director, Wealth Advisor
Michael Pinckney
Michael Pinckney
Partner and Wealth Advisor
Nathan Snodgrass
Nathan Snodgrass
Partner and Managing Director
Patrick Biladeau
Patrick Biladeau
Partner and Managing Director
Patrick Dunton
Patrick Dunton
VP, Client Relationship Specialist
Patrick Mahoney
Patrick Mahoney
Partner and Managing Director
Paul Pagnato
Paul Pagnato
Co-Chairman and Chief Visionary Officer
Peter Sherlock
Peter Sherlock
Managing Director, Wealth Advisor
Robert B. Dunkin
Robert B. Dunkin
Senior Managing Director
Tassy Hannemann
Tassy Hannemann
VP, Client Relationship Specialist
Todd Tautfest
Todd Tautfest
Partner and Managing Director
Tom Christman
Tom Christman
Head of Talent Acquisition
Tony Comorat
Tony Comorat
Partner and Financial Advisor
Tyrone Stephens
Tyrone Stephens
VP, Wealth Advisor
Vimala Snow
Vimala Snow
Managing Director, Wealth Strategist
Vincent Colabianchi
Vincent Colabianchi
Managing Director
W. Janet Dougherty
W. Janet Dougherty
Partner and Managing Director
Zac Bindler
Zac Bindler
Partner and Wealth Advisor
Randy Conte
Randy Conte
COO
Will Hoesley
Will Hoesley
Chief of Staff
Mary Ceas
Mary Ceas
Managing Director, Human Resources Executive
Catherine L. Rieder
Catherine L. Rieder
Managing Director, Digital Experience
Whitney Webb
Whitney Webb
Managing Director, Family Governance
Oleg Ikhelson
Oleg Ikhelson
Managing Director, Tax Services
Jennifer Miara
Jennifer Miara
Director, Banking and Credit Consulting
Eva Greene
Eva Greene
Director, Client Engagement and Experience
Oliver Rose
Oliver Rose
Director of Strategic Initiatives

Board & Advisors

Doug Regan
Doug Regan
Co-Chairman and Founding Partner
Eric Becker
Eric Becker
Founder and Co-Chairman
Avy Stein
Avy Stein
Founder and Co-Chairman
Patrick Canning
Patrick Canning
Vice Chairman

Unplaced positions

Richard J. Orlando
Richard J. Orlando
Family Coach
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