Our People

Amanda Phillips-DeSaverio, CFP®

Vice President

Amanda serves as a financial advisor in our Denver, CO...

Cindy Pingel

Senior Client Service Associate

Cindy joined the firm in 2000 with 23 years of...

Aviva Pinto, CDFA®, CDS®

Managing Director

Aviva Pinto joined the firm in 2015 through an acquisition...

Emily Platt, CFP®

Assistant Vice President, Investments

Emily joined the firm as a client associate in 2017...

Andrea Pon

Executive Assistant

Andrea serves as Executive Assistant to Chief Strategy Officer Greg...

Brian D. Powers

Chief Financial Officer

Brian Powers is Chief Financial Officer of the firm and...

Samantha Powers

Senior Associate, Advisory Technology

Samantha serves as a senior associate on the Advisory Technology...

Michael Price, CFA®

Vice President, Investments

Michael joined the firm in 2009 and is a member...

Mary Price

Advisor Associate

Mary serves as an advisor associate in our New York...

Oliver Pursche, AAMS®, CEPA

Senior Vice President

Oliver serves as an advisor based in the firm’s Westport,...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Ryan Reed

Microsoft Dynamics Developer

As a Microsoft Dynamics Developer, Ryan supports the firm’s internal...

Tyler Reisinger

Assistant Vice President, Client Operations

In his role as AVP, Client Operations, Tyler oversees the...

Wyatt Reksten

Advisor Associate

Wyatt serves as an advisor associate on our New York...

Melissa Restivo, FPQP™, AAMS®, MBA

Client Service Specialist

Melissa Restivo is a Client Service Specialist based in our...

Gregory K. Reynholds

Managing Director, Head of Intermediary Business

Greg brings over two decades of experience to the team...