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...
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...
Nate Richardson
Senior Advisor Associate
Nate serves as a senior advisor associate in our New...
