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 ...

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, AAMS®, CEPA

Oliver serves as an advisor based in the firm’s Westport, CT and New York offices and is an Accredited Asset ...

Uliana Rymar

Uliana Michaelis, CFP®

Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves ...

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 & ...

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, and ...

Mike Delgass

Michael Delgass, J.D.

An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his ...