Org chart
Todd Walters
Managing Partner & Co-Founder
Todd Walters
Collapse
Jarrett Bostwick
Partner, General Counsel & Co-Founder
Christopher Fineburg
MD, Strategic Relationships
Christopher Shepherd
MD, Wealth Management
Corey Tiller
MD, Portfolio Manager
James Hickey
MD, Alternative Strategies
Kenneth Foley
MD, Wealth Management & Strategic Partnerships
Sagar Dalal
MD, Advanced Wealth Planning
Alyson Kest
Chief Compliance Officer & Deputy General Counsel
Timothy Troutman
Chief Operating Officer
Christian Kling
Senior Advisor & ESG Specialist
Deborah Dyer
Director, Wealth Management
Mark R. Lesko
Director, Investment Services
Teresa Armel
Director, Wealth Management
Tanya Shapiro-Polzer
Executive Office Manager
Jake Glovin
Pricing Analyst
