Jun 07 2021
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Marie Santangelo

Marie is an Assistant Vice President on our Client Operations team, based in Philadelphia but supporting advisors in both the Philadelphia and Potomac offices. Marie has over 15 years of experience in the wealth management industry, spending the last decade in back-office operations and most recently working as a client operations coordinator for myCIO Wealth Partners. In her spare time, Marie enjoys spending time with her large family, cooking huge Sunday dinners, baking, and traveling. Previous Experience Client Operations Coordinator at myCIO Wealth Partners, LLC Life Sales Development and Case Design Specialist at Underwriters Marketing Service Junior Financial Advisor /…
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Oct 04 2019
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Dan Geary

Daniel W. Geary, J.D.

Dan joined the firm’s Philadelphia office in 2017 as a managing director. Previously a managing director with the Threshold Group, Dan specializes in managing high-performing teams and delivering quality integrated wealth advisory services to ultra-high net worth families. Having advised wealthy families for most of his career, many of his client relationships span more than twenty years, a reflection of Dan’s focus on high standards of client service. Previous Experience Managing Director at the Threshold Group Managing Director at Convergent Wealth Advisors Founder and CEO at Copper Beech Advisors LLC Senior Vice President/Senior Relationship Manager at U.S. Trust Company Executive…
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Oct 03 2019
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Gary Sobelman

Gary Sobelman

Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years of investment experience to the firm. Most of his career has been spent working with successful families and related institutions to achieve their financial objectives. Areas of focus include ongoing strategic planning and investment implementation integrated within the income and estate tax environment. Previous Experience Managing Director at Highline Wealth Management Regional Director at Convergent (formerly Lydian Wealth Advisors) Co-Founder and Managing Partner at Hillview Capital Advisors Principal at CMS Companies Associate at Ryan Beck & Company Education & Credentials…
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Oct 03 2019
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Shania McNeil

Shania McNeil

Shania is a client service associate working out of the firm’s Philadelphia, PA office. In her role, Shania carries out day-to-day tasks for clients and supports wealth advisors by helping the team focus on achieving the financial goals of clients. Before joining our team, Shania worked as a Financial Planning Analyst Intern for Northwestern Mutual, where she helped perform asset allocation and developed personal planning analyses based on clients’ goals. During her time at Temple University, Shania was an active member of the American Marketing Association, in addition to serving as the Marketing and Public Relations Director for Refine Magazine.…
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Oct 03 2019
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Lauren Martin

Lauren P. Martin, CFP®

Lauren joined the firm’s Philadelphia office in 2017 as a director of wealth management. With more than 15 years of experience, she advises several multi-generational high net worth families and family foundations on comprehensive financial planning, estate planning, philanthropic planning, legacy planning, investment management, including impact investing, and family meeting facilitation. She enjoys and values educating younger generations on a wide range of financial topics and collaborates with other professional client advisors to assure a holistic and detailed plan designed to meet each client’s unique goals and objectives. She has found particular joy through exploring the continuum of impact from…
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