Chris Clasen, ^CFA® Chief Operating Officer

Jesse Giordano, CFP®, CAP®, RLP®, CBEC®

Financial Advisor, Principal

Lee Korn, CPWA®

Financial Advisor, Principal

Joseph N. Filosa, CFP®, CLU®

Financial Advisor, Principal

Kayla Kennelly

Chief Growth Officer

Jamie Bruno

Chief Compliance Officer

Matthew P. Krouse, CFP®, AAMS®

Financial Advisor

Gino Carollo

Financial Advisor

Katherine M. Dean, CFP®

Financial Advisor

Chelsea Barrows, CFP®, AIF®

Financial Advisor

Jonah Blumenthal, JD

Financial Advisor

Tiffany Melendez

Relationship Manager

Christine Ketcham

Relationship Manager

Eugenia Kalaitzidis

Senior Client Service Associate

Daniel Gibbons, CIMA®, FPQP™

Client Service Associate

Christine Nardella

Client Service Associate

Taylor De Stefani

Client Service Associate

Brittany Siemer

Marketing Manager

Shane DeVincenzo

Alternative Investment Operations Analyst

Kristopher Krauss

Analyst