Brian D. Holmes

Ghazal Zamani

Senior Manager Of Technology Operations

Ahmed Hassanein

Chief Financial Officer

Alina Barrass

Director Of Client Services

Phil Argue

Director Of Investment Strategy

David Johnson

Senior Partner

Eric Pritz

Senior Partner

Jennifer Kim

Senior Partner

Aif® Mark Copeland Cfp®

Senior Partner

Paul Taghibagi Cfp, Aif

Senior Partner

Matt Matrisian, MBA

President

Chris M

Chief Operations Officer

Eric Rosen

Chief Growth & Strategy Officer