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Our People

Simi Dhall, CFP®
Simi Dhall, CFP®

Senior Vice President

Nela Diaz
Nela Diaz

Assistant Vice President, Client Service

David Dickman
David Dickman

Managing Director

Scott Dillie, CFP®
Scott Dillie, CFP®

Managing Director

Chris DiMeo
Chris DiMeo

Head of M&A

Chandra Dindial
Chandra Dindial

Senior Associate, Resource Specialist

Robin Dobbs, CFP®
Robin Dobbs, CFP®

Senior Vice President

John Dobson, CFP®
John Dobson, CFP®

Assistant Vice President

Colin B. Drake, CFP®
Colin B. Drake, CFP®

Managing Director

Paul Dryden, MBA, WMCP
Paul Dryden, MBA, WMCP

Assistant Vice President, Investments

Emi  Duarte
Emi Duarte

Client Service Associate

Kristin Economou
Kristin Economou

Senior Client Service Associate

Rina Edelstein, CPA
Rina Edelstein, CPA

Family Office Accounting Manager

David Edwards, MBA
David Edwards, MBA

Managing Director