New York

Josh Shoshan

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 ...

Sam Singh

Samrat Singh

Sam is a Senior Advisor Associate based in our New York office, supporting advisors by serving as a point of ...

Oliver Pursche

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

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 Keenan

Riley serves as a Senior Advisor Associate in our New York office, where he works to support advisors and client ...

Stephanie Carmel

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 Tsering

Pema works in the New York office as a Senior Executive Assistant for CEO Mike LaMena and President & COO ...

Cheyenne Francis

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 Moore

Andrew joined the team in 2019 and works as a Senior Data Management Associate in the New York office. In ...

Uliana Rymar

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

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

Justin Cone, CFA®

Justin joined the firm in 2019 and works as an advisor in the firm’s New York office. He supports the ...