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 Krouse, CFP®, RLP®, AAMS®

Financial Advisor

Gino Carollo

Financial Advisor

Katherine M. Dean, CFP®

Financial Advisor

Chelsea Barrows, CFP®, AIF®

Financial Advisor

Jonah Blumenthal, JD

Financial Advisor

Daniel Gibbons, CIMA®, FPQP™

Associate Financial Advisor

Tiffany Melendez

Relationship Manager

Christine Ketcham

Relationship Manager

Eugenia Kalaitzidis

Senior Client Service Associate

Christine Nardella

Client Service Associate

Taylor De Stefani

Client Service Associate

Kristopher Krauss

Client Service Associate

Brittany Siemer

Marketing Manager

Shane DeVincenzo

Alternative Investment Operations Analyst