New York

Stacey Rosenson

Stacey Rosenson, CFP®

Stacey joined the firm in 2018 and serves as an Advisor in our New York office. She works with clients ...

Natalie Truty

Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions ...

Andy Weissman

Andrew S. Weissman, J.D., CFP®

Andy is a Certified Financial Planner™ professional who excels at developing and explaining concepts, strategies, and tools that improve the ...

Travis Walters

Travis Walters

Travis joined the firm in 2011 and serves as an Assistant Vice President of the Client Operations team. He is ...

Emily Tiernan

Emily Tiernan

Emily joined the firm in 2009 and serves as a Senior Client Service Associate in the New York office. Education ...

Michele Suligoj

Michele Suligoj

Michele joined the firm in 2009 as an Operations Associate and since has held a variety of operations roles with ...

Hoyt Stastney

Hoyt Stastney

Hoyt joined the firm in 2016. In his role as General Counsel, he oversees all legal functions for the firm ...

Martha Staniford

Martha Staniford

Martha joined the firm in early 2003. She serves as a senior advisor, working with clients to develop, implement, and ...

Rich Yam

Richard Yam, J.D.

Based in our New York City office, Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & ...

Michael Price

Michael Price, CFA®

Michael joined the firm in 2009 and is a member of the investments team. His responsibilities include managing the firm’s ...

Marilyn Napoli

Marilyn S. Napoli, CFP®

Marilyn Napoli joined the firm after a long and successful career at well-renowned wealth management firms, including U.S. Trust and ...

Ebony Montesino

Ebony Montesino

Ebony Montesino joined the firm in April 2017 in an office management role before transitioning to the wealth advisory team ...