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Our People

Nick  Kapelewski, CFP®
Nick Kapelewski, CFP®

Senior Advisor Associate

Dmitriy Katsnelson
Dmitriy Katsnelson

Deputy Chief Investment Officer

Brent Katterheinrich
Brent Katterheinrich

Assistant Vice President, Investments

Randy Kaufman
Randy Kaufman

Senior Vice President

Jack Keating, CFP®
Jack Keating, CFP®

Assistant Vice President

Riley Keenan
Riley Keenan

Senior Advisor Associate

Paul Kim
Paul Kim

Assistant Vice President

John-David  Kirby
John-David Kirby

Family Office Accountant

Matthew Kleiman, J.D.
Matthew Kleiman, J.D.

Advisor Associate

Sasha Knapp
Sasha Knapp

Client Service Associate

Myka Koenen, CFP®
Myka Koenen, CFP®

Vice President