Steven L. Fradkin

Katherine Nixon

Chief Investment Officer--wealth Management

Ana M. Nuñez

Senior Managing Director, Private Client Advisory

Katelyn Downing

SVP | Talent Advisor | Wealth & Asset Management

Barbara Reed

Chief Financial Officer, Corporate Services

Jacobo Schatz

Director Of International Inbound Wealth Management

Kurt Adler

Senior Vice President, Head Of Human Resources Consulting - Wealth Management Business Unit

Maura Kruse

Account Manager - Trust & Estates

Jenn M.

VP | DCPX Organizational Effectiveness | Wealth Mgmt

Alisha Doshi

Vice President, Wealth Advisor

John Masters

Vice President. Global Family And Investment Offices

Zachary M. Workman

Vice President, Wealth Strategist

Amy Szostak

Director Of Family Education And Governance, SVP