Our People

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

Managing Director

SVP, Head of Trading, Portfolio Management, and Risk Management

Head of Client Service

Managing Director

VP, Strategic Growth & Marketing

Marketing Coordinator

Senior Associate, Onboarding Specialist

Vice President

Director, Human Resources

Client Service Associate

Assistant Vice President, Client Service Manager

Assistant Vice President, Finance

Associate, Investments

Assistant Vice President

Senior Advisor Associate