New York

Pietro Messina

Pietro Messina, CFP®

Pietro serves as an advisor in one of our New York City offices, leveraging his strong background in financial planning ...

Jonathan C. Connolly

As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for ...

Marjorie Long

Marjorie is a client service associate based in one of our New York City offices. In this role, she is ...

Gloria Levorin

Gloria Levorin

Gloria serves as a Client Service Associate in our New York office, helping advisors with day-to-day management of client relationships ...

Camila Bentos

Camila Bentos

Camila is an advisor associate based in our New York office, where she supports both the NYC and West Hartford ...

Eric Lim

Eric Lim

Eric serves as an advisor associate in our New York office, supporting the broader advisor team in financial planning, investment ...

Katrina Capul

Katrina Capul

Katrina serves as a Human Resources Manager based in our New York City office, partnering with business leaders on all ...

Jacob Minakowski

Jacob Minakowski

Jacob is an advisor associate in our New York City office, supporting the advisor team in managing client relationships and ...

Heather Flanagan

Heather Flanagan

Heather serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust ...

Debra Falk

Debra serves as an assistant to Rick Van Benschoten in one of our New York office locations. Debra brings over ...

Alex DeAlmeida, CFP®️

As an advisor, Alex works closely with business and finance executives and younger professionals who are as enthusiastic about their ...

Tom Kavanagh

Thomas J. Kavanagh, CFP®, CPWA®️

Tom works extensively with our wealth advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more ...