Joshua Shoshan, CFP®, APMA™, CEPA
Josh is an Advisor in our New York office, where he works with his clients on their investment and advanced ...
Samrat Singh
Sam is a Senior Advisor Associate based in our New York office, supporting advisors by serving as a point of ...
Oliver Pursche, AAMS®, CEPA
Oliver serves as an advisor based in the firm’s Westport, CT and New York offices and is an Accredited Asset ...
Connor Darrell, CFA®
Connor is a Vice President on the Investment Team and is based in the firm’s New York headquarters. In this ...
Riley Keenan
Riley serves as a Senior Advisor Associate in our New York office, where he works to support advisors and client ...
Stephanie Carmel, CFP®, CDFA®, MBA
Stephanie serves as an Assistant Vice President and advisor in the firm’s New York office, supporting the broader team of ...
Pema Tsering
Pema works in the New York office as a Senior Executive Assistant for CEO Mike LaMena and President & COO ...
Cheyenne Francis
Cheyenne joined the team in 2019 and works as a Senior Client Operations Associate in the New York office. In ...
Andrew Moore
Andrew joined the team in 2019 and works as a Senior Data Management Associate in the New York office. In ...
Uliana Michaelis, CFP®
Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves ...
Aviva Pinto, CDFA®, CDS®
Aviva Pinto joined the firm in 2015 through an acquisition and has over 30 years of experience in the financial ...
Justin Cone, CFA®
Justin joined the firm in 2019 and works as an advisor in the firm’s New York office. He supports the ...