Charles Matheson Fischer
Charles is a client service associate based in our New York City office. In this role, he is responsible for ...
Gregory K. Reynholds
Greg brings over two decades of experience to the team and is based in our New York City office. Currently ...
Ann Rose Tabing
Ann Rose is based in our New York City office and serves as Vice President on the Finance team. She ...
Richard P. Van Benschoten, CFP®
Rick currently serves as Executive Vice President, Business Development, and draws on more than 30 years of experience in managing ...
Samuel Fishelberg, CFP®
Working with clients collaboratively, Sam designs financial plans that encompass each family’s unique retirement and investment planning needs, bringing creative ...
Stephany Fryman
Stephany joined the team at the start of 2022 in an Advisory Technology role, supporting the internal data and technology ...
Nate Richardson
Nate serves as a senior advisor associate in our New York office, supporting the broader advisor team in financial planning, ...
Chandra Dindial
Chandra is a Senior Client Operations Associate based in our New York City office where she supports the wider operations ...
Benjamin Sullivan, CFP®
Ben is a senior advisor associate in our New York office, supporting advisors by helping to serve clients and assist ...
John R. Burns, J.D.
John is a Senior Advisor Associate in the firm’s New York City office, where he supports the broader advisor team ...
Pahola Jara
Pahola is a Senior Associate on the Client Operations team, where she supports the advisors based in our New York ...
Megan John, CFP®
Megan serves as an Assistant Vice President, Client Service in our New York office, helping advisors with day-to-day management of ...
