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Our People

Anthony Sainclair
Anthony Sainclair

Advisor Associate

Tom Sand
Tom Sand

Senior Associate, Finance

Marie Santangelo
Marie Santangelo

Vice President, Client Service Manager

Michael J. Santo
Michael J. Santo

Managing Director

Mike Sbrocco
Mike Sbrocco

Managing Director, West Region Leader

Jonah Schachtel
Jonah Schachtel

Advisor Associate

Katharine Schelhorn, CFP®
Katharine Schelhorn, CFP®

Senior Vice President

Karenna Schneider
Karenna Schneider

Client Service Associate

Brett Schneider
Brett Schneider

Chief Financial Officer

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Jake Scott, CFP®
Jake Scott, CFP®

Assistant Vice President

Garrett Scranton, CFP®
Garrett Scranton, CFP®

Assistant Vice President

Dave Scuitto
Dave Scuitto

Assistant Vice President, Client Service

Lilli Seidman
Lilli Seidman

Advisor Associate