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The Power Behind Great UHNW Advisor/Client Interactions

Industries

Headquarters

Wilton, United States

Employees

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Dillon Kenniston, CFP®

Director of Product Management

Francesca Lodge - Benedetti

Private Assistant to CEO

Chief Technology Officer

Chief Operating Officer

Peter Seidenberg

Chief Financial Officer

Head of Support

Team Manager

Sr. VP, Client Experience

Vice President Operations

Teams

Data Operations

5 members

Engineering

5 members

Leadership Team

6 members

Client Support and Solutions

3 members

Finance Team

3 members

Operations Team

2 members

Offices

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