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Our Team
Our Story
History
Our Approach
Culture & Inclusion
Our Story
Locations
Careers
Financial Advisors
Professional Support
Graduates
Careers
Licensing
Executive Leadership
Executive Leadership
Frank Anzalone
Michael A. Book
Stefan E. Greenberg
Gregory K. Large
Marvine Laurent
Angie LeMar
Naresh H. Singh
Kristi Vassak
Leadership
Jessica Castellano
Mark Dundon
Michael Girasole
Joseph Herrmann
Irvin Hu
Matthew Kogan
Daniel Oh
Steven D. Randall
Maribel Rodriguez
Eric Semelka
Gregory Sullivan
Sam Toskin
Partners
Charlie Cunningham
Jonathan Davis
Paul D. Ferrante
Darren Gerstenblatt
Ari B. Greenman
David Kates
Brian C. Large
Joshua T. Lieberman
Gregory L. Olsen
Todd Parker
Robert Segall
Steven R. Serotte
Michael J. Shean
Britt A. Szostak
Edgar F. Whitmore III
Advisors
A - K
Keith Adair
Arthur Akopyan
Veronika Alekyan
Tyler An
Brian Barron
William Basel
Gabrielle Bentze
Brian Book
Malcolm Bosse
Kyle W. Boudreau
Pete Bouros
Brian Bulger
Robert Burger
Daniel Calbo
Justin Carey
Jake Ciancio
Steven Dauglash
Fred Denitz
Matt Donalds
Donald J. Draudt
Parker Eckman
Jeffrey Edwards
Gil Elmaleh
Gavi Epstein
Michael Equi
Deuly Espinal
Cody Fagan
Matteo Falcone
James Farka
Nikita Fidelia
Janet Fleishman
Chase B. Golomb
Ronald Goodman
Huck Green
Shane Haggerty
Robert Hartnett
Niccolas Hernandez
Peter Hyman
Hassan Jaber
Brian C. Johnston
Nicholas Judd
Brian Kaplan
Brendan Kenny
DeWitte T. Kersh III
Joseph Kim
Ben Kleinschmidt
Zachary Kriftcher
L - Z
Benjamin LaRaus
Abbe F. Large
John P. Lepore
Gaye Lowenstein
Jennifer Mann
James Mason
Martin Matsumura
Matthew Mattimore
Scott McCool
Michael McLaughlin
Maximilian Mediavilla
Christian Messina
John J. Miller
Brett Norton
Brian R. Owens
Jonathan Perry
Katherine Pham
Robert Pimpinella
Jarad T. Plummer
Robert Pykosz
Kyle Rayder
James Reding
Michael Ritz
Russell Rolnick
Jane Schroeder
Laura Schroeder
Mel Schroeder
Gabriel Schulman
Jake Seeherman
Stephen M. Seligman
Matthew Sendach
Richard Singer
Peter Slesinski
Alan Streiter
Albert Sung
David Suzzan
Rachel Tichauer
Vincent Trimarco
Miguel Valdes
Asset Managers
Christopher Bertinelli
Jason Krupa
Carter Moebius