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Co-Presidents
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Michael Costabile
Executive Managing Director & CFO
Adwoa Mograbi
Chief People Officer & EVP
Travis Henry
SVP
Karin Blair
Managing Director, Investment Strategy
Kenny Sorosky
Managing Director
Jake Bond
Managing Director
Bret Fincher
Managing Director
Chris Stout
Managing Director
Jason Dufloth
Director of Operations
Brandon Williams
Director & Wealth Advisor
Jaclyn Debacco
Associate Director, Private Wealth Client Service
Turel Karaman
Associate Director, Private Wealth Client Service
George Lujan
Associate Director, Wealth Advisor
Kevin Lichtig
Associate Director, Private Wealth Client Service
Patrick Hunt
Associate Director, Consolidated Reporting
Stephanie Anderson
Associate Director, Tax Services
Rhys Daniel
Associate, Private Wealth Client Service
Brian Barragan
Associate, Private Wealth Client Service
Patrick Drolet
Associate, Private Wealth Client Service
Angela Mustaine
Associate, Private Wealth Client Service
Jon Marc Carrier
Associate Director & Wealth Advisors
