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Our People

Bruce Laning, CFA®
Bruce Laning, CFA®

Managing Director

Ted Leasure
Ted Leasure

Managing Director

Christopher Leddy
Christopher Leddy

Senior Vice President

Jackson Lemberger, CFA®
Jackson Lemberger, CFA®

Senior Associate, Investments

Tammie Lenzner
Tammie Lenzner

Senior Client Service Associate

Gloria Levorin, CFP®
Gloria Levorin, CFP®

Senior Advisor Associate

Donna Levy
Donna Levy

Managing Director

Liz Levy
Liz Levy

Head of Lifestyle

Julie Lisischeff
Julie Lisischeff

Senior Vice President, Client Service Manager

Carolina Llano, CFP®
Carolina Llano, CFP®

Senior Vice President

DJ Loduha
DJ Loduha

Accounts Payable Coordinator

Angela  Loffredo
Angela Loffredo

Vice President, Client Service Manager

Marjorie Long
Marjorie Long

Client Service Associate

Bradford Long, CFA®
Bradford Long, CFA®

Chief Investment Officer

Sara Lubanski
Sara Lubanski

Advisor Associate