Marie Santangelo
Marie is an Assistant Vice President on our Client Operations team, based in Philadelphia but supporting advisors in both the ...
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, ...
Gary Sobelman
Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years ...
