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Our People

Richard Krivonozka
Richard Krivonozka

SVP, Data Management

Matthew Krueger
Matthew Krueger

Senior Advisor Associate

Emily Kurisky Heikkinen
Emily Kurisky Heikkinen

Vice President, Marketing & Communications

Joy Kuvareewong
Joy Kuvareewong

Assistant Vice President

Mike LaMena, AIF®
Mike LaMena, AIF®

Chief Executive Officer

Allaire Langdon, CFP®
Allaire Langdon, CFP®

Senior Vice President

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