Philadelphia

Marie Santangelo

Marie is an Assistant Vice President on our Client Operations team, based in Philadelphia but supporting advisors in both the ...

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, ...

Gary Sobelman

Gary Sobelman

Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years ...