Westport

Matt Giambazi

Matt Giambazi

Matt serves as a Client Service Associate and Office Manager in the firm’s Westport, CT office, supporting the local team ...

Dorota Stankiewicz

Dorota serves as a Client Operations Associate, supporting the broader Northeast team by processing incoming tasks for the Westport, CT ...

Angela Giombetti

Angela Giombetti

Angela oversees the firm’s marketing efforts and is focused on creating and evolving the firm’s brand as a forward-thinking leader ...

Catherine Gomez

Catherine Gomez

Catherine serves as a Client Service Associate in the firm’s Westport, CT office, supporting the Trusts & Estates team, as ...

Matt Wilson

Matthew Wilson

Matt serves as a Trust Administrator and is based in our Westport, CT office. In this role, Matt is responsible ...

Oliver Pursche

Oliver Pursche

Oliver serves as an advisor based in the firm’s Westport, CT office and is an Accredited Asset Management Specialist (AAMS). ...

Uliana Rymar

Uliana Rymar, CFP®

Uliana joined the firm in 2018 and serves as an Advisor in our New York and Westport offices. She works ...

Rich Yam

Richard Yam, J.D.

Prior to joining the firm in 2018, Rich’s legal practice was focused on estate and tax planning, long term care ...

Gail Harris

Gail Harris, CFP®, CIMA®, CExP™

Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax ...

Mike Delgass

Michael Delgass, J.D.

Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other ...