skip to main content
Form CRS Disclosures Client Login

Our People

Scott Dillie, CFP®
Scott Dillie, CFP®

Senior Vice President

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

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

Assistant Vice President, Investments

Emi  Duarte
Emi Duarte

Client Service Associate

Kristin Economou
Kristin Economou

Client Service Associate

Rina Edelstein, CPA
Rina Edelstein, CPA

Family Office Accounting Manager

David Edwards, MBA
David Edwards, MBA

Managing Director

Alicia Eichelberger, FPQP™
Alicia Eichelberger, FPQP™

Client Service Associate

Petros Elias
Petros Elias

Client Service Associate

Sarah Emhardt
Sarah Emhardt

Senior Associate, Resource Specialist

Marianne Esche, CFP®
Marianne Esche, CFP®

Senior Advisor Associate