Sam is an Advisor Associate based in our New York office, supporting advisors by serving as a point of contact for client relationships and assisting them throughout the financial planning process. Sam brings several years of experience in the industry, including roles with CWM Partners, Carta, Inc., JP Morgan Private Bank, and U.S. Trust. Originally from India, Sam enjoys exploring new cultures and has lived in 3 different countries, now residing in New York City. In his free time, he enjoys playing squash. Previous Experience Senior Associate at CWM Partners Manager – Investor Relations at Carta, Inc. Associate at JP…

Connor is a member of the Investments Team and is based in the firm’s New York headquarters. In this role, he supports the investment team by researching current and prospective investments, conducting manager due diligence, and aiding the firm’s trading operations. Previously, Connor served as Head of Investments for Valley National Financial Advisors, where he was responsible for building and maintaining the firm’s portfolio strategies, chairing the investment committee, and leading research and due diligence efforts. Connor resides in New Jersey and enjoys spending time with family and friends, trying new food, and cheering on his favorite soccer club, West…

Rebecca is a Client Service Associate in our New York office, supporting advisors by serving as a point of contact for clients and carrying out day-to-day tasks. Previously, Rebecca worked as an Administrative Assistant at 1100 Architect, where she provided administrative support for the firm’s New York office and employees. Originally from Summit, New Jersey, Rebecca lives in Hoboken and enjoys cooking in her spare time. Previous Experience Administrative Assistant at 1100 Architect Education & Credentials BA, The College of New Jersey, Art Education

Riley serves as an Advisor Associate in our New York office, where he works to support advisors and client relationships, assisting in all aspects of the financial planning process. Before joining the team full-time, Riley completed an internship with Wealthspire Advisors, learning about the many aspects of investing, financial planning, and trusts & estates planning. He also completed several other internships while still in school and was actively involved in his university’s Investment Committee and Community Service Committee. Previous Experience Summer Associate at Wealthspire Advisors Education & Credentials BS, Ohio State University, Business Administration, Finance – Economics minor

Pema works in the New York office as an Executive Assistant for CEO Mike LaMena and President & COO Eric Sontag. She is a seasoned Executive Assistant with over 20 years’ experience in the administrative field, spanning from Kathmandu, Nepal to New York. Pema has worked at AllianceBernstein, as well as at HighTower where she played a dual role as Executive Assistant and the New York Office Manager, followed by her most recent role at Rockefeller Capital Management. Pema enjoys traveling to new places with her family and volunteering with the Tibetan Association events and charities. Previous Experience Executive Assistant…

Cheyenne joined the team in 2019 and works as a Client Operations Associate in the New York office. In this role, she processes client accounts and all related paperwork, assists in maintaining client data and information, and monitors custodial alerts and resolves client administrative issues. Previously, she worked as a Customer Service Representative at Community Trust Bank, where she worked directly with clients to support them in their daily needs. Currently residing in New York City, she is originally from Kentucky and spends her free time trying new restaurants and exploring new places throughout the city. Previous Experience Customer Service…

Andrew joined the team in 2019 and works as a Data Management Associate in the New York office. In addition to providing technical support, he works on the firm’s system architecture and integration needs, helps build and maintain reporting across a variety of platforms, and ensures data integrity of the in-house systems. Previously, he worked both at SimpleToWork and Professional Data Solutions, where he gained several years of experience as a developer and programmer/analyst. Originally from Pennsylvania, Andrew currently lives in Brooklyn, NY. Previous Experience VBA/SQL Developer at SimpleToWork Programmer/Analyst at Professional Data Solutions, Inc. Education & Credentials BS, Pennsylvania…