Fatima is a Client Operations Administrator in the New York City office, working to support the rest of the client operations team by completing incoming tasks, maintaining client data, processing accounts, and handling other administrative procedures. She has several years of experience in banking and financial services, most recently as a Wealth Client Administrator for Wilmington Trust. Fatima is currently attending Rutgers University where she is obtaining a bachelor’s degree in Finance. Previous Experience Wealth Client Administrator at Wilmington Trust Education & Credentials BS, Rutgers University, Finance

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