Our People

Vice President

Senior Vice President

Senior Vice President

Senior Advisor Associate

Client Service Associate

Assistant Vice President

Assistant Vice President, Data Operations

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

Managing Director

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

Managing Director, Head of Client Service

Managing Director

VP, Strategic Growth & Marketing

Marketing Coordinator

Senior Associate, Onboarding Specialist

Vice President