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OUR TEAM

A Powerful Partnership

The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.

Michael Book

Michael Book
Founding Partner
561-654-2755
Charlie Cunningham

Charlie Cunningham, CLU®
Partner
312.600.0106
Jonathan Davis

Jonathan Davis, CFP®
Partner
212.536.6167
Paul D. Ferrante

Paul D. Ferrante
Partner
212.536.6045
Darren Gerstenblatt

Darren Gerstenblatt, CFP®, CLTC, CFBS
Partner
212.536.6013
Stefan E. Greenberg

Stefan E. Greenberg, CFP®, CFS, CLTC
Managing Partner
203.978.2250
Ari B. Greenman

Ari B. Greenman, ChFC®, CLTC, AAMS
Partner
203.978.2207
David Kates, JD*

David Kates, JD*, ChFC®, CLU®, CLTC
Partner
212.536.6157
Zachary Kriftcher

Zachary Kriftcher
Partner
212.536.7750
Brian C. Large

Brian C. Large, CLTC
Partner
212.536.7737
Joshua T. Lieberman

Joshua T. Lieberman, CFP®
Partner
312.600.0130
Brian Martin

Brian Martin
Partner
410.773.8310
Gregory L. Olsen

Gregory L. Olsen, CFP®, AIF™, CLTC
Partner
212.536.6197
Todd Parker, ChFC<sup>®</sup>, CLU<sup>®</sup>, CLTC

Todd Parker, ChFC®, CLU®, CLTC
Partner
212.526.7716
Russell Rolnick

Russell Rolnick, CFP®, ChFC®, CLU®
Partner
212.536.6193
Gabriel Schulman

Gabriel Schulman
Partner
212.536.6055
Robert Segall

Robert Segall, JD, CFS, CLTC
Partner
212.536.8716
Matthew Sendach

Matthew Sendach, ChFC®, CLU®
Partner
212.536.6024
Steven R. Serotte

Steven R. Serotte, ChFC®, CLU®, CLTC
Partner
415.486.2181
Britt A. Szostak

Britt A. Szostak, CFP®
Partner
212.536.7743
Edgar F. Whitmore III

Edgar F. Whitmore III, CLU®, ChFC®, CFBS
Partner
213.802.0401
Ted Wight

Ted Wight, CFP®, ChFC®, CASL®
Partner
410.773.8329
Team Whitmore Edwards logo.
Ryan Abatemarco

Ryan Abatemarco
Associate
212.536.7707
Michael Book

Michael Book
Founding Partner
561-654-2755
Brian Book

Brian Book
Vice President
212.536.6034
Malcolm Bosse

Malcolm Bosse, JD*, MBA, CFP®
Managing Director
212.536.6104
Kyle W. Boudreau

Kyle W. Boudreau
Associate
212.536.7747
Brian Bulger

Brian Bulger
Vice President
212.536.7755
Robert Burger

Robert Burger, CLTC
Senior Vice President
212.536.6119
Daniel Calbo

Daniel Calbo
Associate
203.815.9642
Kevin Carbone

Kevin Carbone
Associate
212.536.7727
Jonathan Davis

Jonathan Davis, CFP®
Partner
212.536.6167
Matt Donalds

Matt Donalds
Vice President
212.536.8782
Gavi Epstein

Gavi Epstein, ChFC®
Vice President
212.536.6066
Matteo Falcone

Matteo Falcone
Associate
212.536.7734
Paul D. Ferrante

Paul D. Ferrante
Partner
212.536.6045
Nikita Fidelia

Nikita Fidelia
Associate
212.536.7705
Darren Gerstenblatt

Darren Gerstenblatt, CFP®, CLTC, CFBS
Partner
212.536.6013
Michael Girasole

Michael Girasole
Managing Director, Market Leader
212.536.6040
Chase B. Golomb

Chase B. Golomb
Senior Vice President
212.536.8788
Ronald Goodman

Ronald Goodman
Vice President
212.536.6181
Peter Hryb

Peter Hryb
Associate
203.978.2227
Peter Hyman

Peter Hyman
Vice President
212.536.6069
Brian C. Johnston

Brian C. Johnston, CFS
Managing Director
212.536.8723
Nicholas Judd

Nicholas Judd, CPA
Senior Vice President
212.536.7721
Brian Kaplan

Brian Kaplan, CFP®
Managing Director
212.536.7728
David Kates, JD*

David Kates, JD*, ChFC®, CLU®, CLTC
Partner
212.536.6157
Brendan Kenny

Brendan Kenny, CFP®
Senior Vice President
212.536.7719
Ben Kleinschmidt

Ben Kleinschmidt, ChFC®, CLU®
Senior Vice President, Advisor Leadership
212.536.7703
Zachary Kriftcher

Zachary Kriftcher
Partner
212.536.7750
Gregory K. Large

Gregory K. Large, CLU®, ChFC®, CLTC
President
212.536.6085
Brian C. Large

Brian C. Large, CLTC
Partner
212.536.7737
Daniel Lavian

Daniel Lavian
Associate
212.536.8710
John P. Lepore

John P. Lepore, MBA
Vice President
212.536.6079
Ian James Maldonado

Ian James Maldonado
Associate
212.536.8769
James Mason

James Mason
Associate
212.536.6136
Matthew Mattimore

Matthew Mattimore
Senior Vice President
212.536.7735
Scott McCool

Scott McCool
Managing Director
212.536.6116
Michael McLaughlin

Michael McLaughlin
Vice President
212.536.8727
Maximilian Mediavilla

Maximilian Mediavilla
Associate
212.536.7738
Christian Messina

Christian Messina, ChFC®
Senior Vice President
929.465.1162
John J. Miller

John J. Miller, CFP®
Managing Director
212.536.7720
Jackson Modico

Jackson Modico
Associate
212.536.6176
Brett Norton

Brett Norton
Vice President
212.536.6038
Gregory L. Olsen

Gregory L. Olsen, CFP®, AIF™, CLTC
Partner
212.536.6197
Brian R. Owens

Brian R. Owens
Vice President
212.536.7748
Nicholas Paparo

Nicholas Paparo
Associate
332.284.2301
Todd Parker, ChFC<sup>®</sup>, CLU<sup>®</sup>, CLTC

Todd Parker, ChFC®, CLU®, CLTC
Partner
212.526.7716
Jonathan Perry

Jonathan Perry, CLU®, ChFC®, CLTC
Senior Vice President
212.536.6052
Robert Pimpinella

Robert Pimpinella
Senior Vice President
212.536.8725
Michael Pulcini

Michael Pulcini
Associate
Russell Rolnick

Russell Rolnick, CFP®, ChFC®, CLU®
Partner
212.536.6193
Kamran Saghri

Kamran Saghri
Associate
212.536.8244
Mel Schroeder

Mel Schroeder
Associate
213.335.3767
Gabriel Schulman

Gabriel Schulman
Partner
212.536.6055
Jake Seeherman

Jake Seeherman
Associate
212.536.8734
Robert Segall

Robert Segall, JD, CFS, CLTC
Partner
212.536.8716
Stephen M. Seligman

Stephen M. Seligman
Senior Vice President
212.536.6139
Matthew Sendach

Matthew Sendach, ChFC®, CLU®
Partner
212.536.6024
Kyle Stanley

Kyle Stanley
Associate
212.536.8702
Gregory Sullivan

Gregory Sullivan
Senior Vice President, Advisor Development
212.536.6047
David Suzzan

David Suzzan
Senior Vice President
212.536.7749
Britt A. Szostak

Britt A. Szostak, CFP®
Partner
212.536.7743
Mark Testa

Mark Testa, CFA, CPA
Associate
212.536.7742
Vincent Trimarco

Vincent Trimarco
Managing Director
212.536.8799
Miguel Valdes

Miguel Valdes
Associate
212.536.6033
Lucas Araujo

Lucas Araujo
Associate
203.978.2262
Justin Carey

Justin Carey
Associate
203.978.2223
Gil Elmaleh

Gil Elmaleh, CLU®, CLTC
Senior Vice President
203.978.2208
Janet Fleishman

Janet Fleishman, CLTC
Vice President
203.978.2220
Ari B. Greenman

Ari B. Greenman, ChFC®, CLTC, AAMS
Partner
203.978.2207
Abbe F. Large

Abbe F. Large, CLU, CLTC
Managing Director
203.978.2203
Richard Mastropietro

Richard Mastropietro
Associate
203.978.2272
Richard Singer

Richard Singer, JD*
Vice President
203.978.2210
Peter Slesinski

Peter Slesinski
Senior Vice President
203.978.2202
Alan Streiter

Alan Streiter
Vice President
203.978.2205
Philip A. Insley

Philip A. Insley
Vice President
410.773.4443
Jake Lanford

Jake Lanford
Senior Vice President and Sales Manager
410.773.8356
Brian Martin

Brian Martin
Partner
410.773.8310
Heather Neas

Heather Neas
Associate
410.790.1103
David Rauseo

David Rauseo
Senior Vice President
410.773.8339
Brandon Stone

Brandon Stone
Associate
410.773.8393
Ted Wight

Ted Wight, CFP®, ChFC®, CASL®
Partner
410.773.8329
Brian Barron

Brian Barron
Vice President
312.600.0114
Pete Bouros

Pete Bouros
Vice President
312.600.0115
Alexia Burns

Alexia Burns
Associate
312.600.0118
Charlie Cunningham

Charlie Cunningham, CLU®
Partner
312.600.0106
Donald J. Draudt

Donald J. Draudt, CLU®, CFP, CAP
Senior Vice President
312.600.0110
Matthew Erhardt

Matthew Erhardt
Associate
312.600.0124
Michael Ewing

Michael Ewing
Associate
312.600.0152
Joshua T. Lieberman

Joshua T. Lieberman, CFP®
Partner
312.600.0130
Jennifer Mann

Jennifer Mann, MBA, LUTCF, CLU®, ChFC®, CFP®
Vice President
312.600.0107
Jarad T. Plummer

Jarad T. Plummer
Vice President
312.600.0149
Robert Pykosz

Robert Pykosz
Senior Vice President
312.600.0108
Maria Abou Nassar

Maria Abou Nassar
Associate
215.583.0329
Keith Adair

Keith Adair, LUTCF
Associate
415.486.2193
Arthur Akopyan

Arthur Akopyan
Associate
213.335.3770
Tyler An

Tyler An
Associate
213.784.6098
Nityesh Arumugam

Nityesh Arumugam
Associate
415.486.2196
Zachary Ayala

Zachary Ayala
Associate
213.335.3789
William Basel

William Basel, CFP®, ChFC®
Senior Vice President
213.226.8032
Tejwant Brar

Tejwant Brar
Associate
213.784.6097
Guillermo Castro-Aguirre

Guillermo Castro-Aguirre
Associate
213.335.3768
Steven Dauglash

Steven Dauglash
Associate
213.335.6086
Fred Denitz

Fred Denitz, ChFC®, CLU®, CASL®, CLTC
Senior Vice President
213.226.8043
Jay Deshpande

Jay Deshpande
Associate
213.277.2453
Tammy Do

Tammy Do
Associate
213.335.3787
Jeffrey Edwards

Jeffrey Edwards, CFP®

Senior Vice President, CFP
213.335.3772
Niccolas Hernandez

Niccolas Hernandez
Associate
213.226.8037
Irvin Hu

Irvin Hu
Vice President, Advisor Leadership
213.226.8034
Gabriel Kahler

Gabriel Kahler
Associate
213.335.3773
Joseph Kim

Joseph Kim
Associate
213.802.0411
Matthew Kogan

Matthew Kogan
Vice President, Advisor Leadership
213.335.3779
Christopher Lu

Christopher Lu
Associate
213.337.7947
Gabriel Martinez

Gabriel Martinez
Associate
213.319.3435
Brian Mayhall

Brian Mayhall
Senior Vice President, Advisor Leadership
213.335.3776
Ana Mayhall

Ana Mayhall
Vice President
213.226.8044
Matthew Minshall

Matthew Minshall
Associate
213.784.6092
Daniel Oh

Daniel Oh
Senior Vice President, Market Leader
213.226.8033
James Politis

James Politis, CFP®, ChFC®
Vice President
213.335.3790
Nathan Powell

Nathan Powell
Associate
415.486.2187
Kyle Rayder

Kyle Rayder
Associate
213.226.8041
Robert Ricker

Robert Ricker
Vice President
213.226.8048
Jane Schroeder

Jane Schroeder, CLTC
Senior Vice President
818.952.7009
Steven R. Serotte

Steven R. Serotte, ChFC®, CLU®, CLTC
Partner
415.486.2181
Andre Sevilla

Andre Sevilla
Associate
213.784.6093
Woojin Shin

Woojin Shin
Associate
415.486.2183
Ronald Sosa

Ronald Sosa
Associate
213.226.8035
Albert Sung

Albert Sung
Associate, Advisor Leadership
213.335.3769
Andrew Thiermann

Andrew Thiermann
Associate
415.486.2184
Oliver Von Feldt

Oliver Von Feldt
Associate
415.486.2180
Edgar F. Whitmore III

Edgar F. Whitmore III, CLU®, ChFC®, CFBS
Partner
213.802.0401
John Z. Murphy

John Z. Murphy
Senior Vice President
561.654.2760
Michael Girasole

Michael Girasole
Managing Director, Market Leader
212.536.6040
Stefan E. Greenberg

Stefan E. Greenberg, CFP®, CFS, CLTC
Managing Partner
203.978.2250
Irvin Hu

Irvin Hu
Vice President, Advisor Leadership
213.226.8034
Ben Kleinschmidt

Ben Kleinschmidt, ChFC®, CLU®
Senior Vice President, Advisor Leadership
212.536.7703
Matthew Kogan

Matthew Kogan
Vice President, Advisor Leadership
213.335.3779
Brian Mayhall

Brian Mayhall
Senior Vice President, Advisor Leadership
213.335.3776
Daniel Oh

Daniel Oh
Senior Vice President, Market Leader
213.226.8033
Gregory Sullivan

Gregory Sullivan
Senior Vice President, Advisor Development
212.536.6047
Albert Sung

Albert Sung
Associate, Advisor Leadership
213.335.3769
Stefan E. Greenberg

Stefan E. Greenberg, CFP®, CFS, CLTC
Managing Partner
203.978.2250
Ari B. Greenman

Ari B. Greenman, ChFC®, CLTC, AAMS
Partner
203.978.2207
Gregory K. Large

Gregory K. Large, CLU®, ChFC®, CLTC
President
212.536.6085
Marvine Laurent

Marvine Laurent
Managing Director, Finance & Operations
212.536.8741
Angie LeMar

Angie LeMar
Managing Partner, Chief Strategy Officer
212.536.8722
Naresh H. Singh

Naresh H. Singh, CISSP®
Partner, Chief Technology Officer & Chief Information Security Officer
212.536.8773
Kristi Vassak

Kristi Vassak
Managing Partner, Chief Operating Officer
212.536.6096
Lilla Accolla

Lilla Accolla
VP, Corporate Executive Benefits
212.536.6012
Christopher Bene

Christopher Bene
Vice President, Regional Administrative Manager
212.536.6196
Jessica Castellano

Jessica Castellano
Director, Sales Recruitment
212.536.8701
Mark Dundon

Mark Dundon
Senior Vice President, Asset Management
212.536.8739
Debhinn Hart-Picariello

Debhinn Hart-Picariello
Vice President, Client Service Manager
212.536.6179
Kerri Hauck

Kerri Hauck
Vice President, Sales Operations & Analytics
312.600.0138
Brian Holly

Brian Holly
Vice President, Strategic Solutions | Head of Data Strategy
212.536.8746
Brian Hunt

Brian Hunt
Vice President, Controller
212.536.6118
Greg May

Greg May
Vice President, Client Services
212.536.6078
Mario Milton

Mario Milton
Vice President, Finance & Operations
212.536.6056
Georgia Monson

Georgia Monson, CLF
Vice President, Practice Management
815.271.2578
Susan Owens

Susan Owens
Senior Vice President, Financial Planning
212.536.6110
Sergio Prattico

Sergio Prattico
Vice President, Help Desk Manager
212.536.6120
Irma Ramos

Irma Ramos
Chief Underwriter
212.536.6183
Cindy Riano

Cindy Riano
Vice President, Regional Administrative Manager
212.536.6105
Maribel Rodriguez

Maribel Rodriguez
Managing Director, Agency Operations & Advisor Experience
212.536.7754
Heather Schieferstein

Heather Schieferstein
Vice President, Operations & Change Readiness
415.486.2180
Cara Sharpe

Cara Sharpe
Vice President, Account Management | Corporate Executive Benefits
212.536.7718
Sam Toskin

Sam Toskin
Senior Vice President, Broker Dealer Operations & Solutions
203.978.2219
Isabel Velasquez

Isabel Velasquez, MSOL, ALMI
Senior Vice President, Operations, Advanced Planning & New Business
212.536.8764
Gabrielle Vigil

Gabrielle Vigil
Vice President, Sales Strategy & Operations
212.536.6174
Christopher Bertinelli

Christopher Bertinelli
Senior Vice President, Asset Management
212.536.8738
Mark Dundon

Mark Dundon
Senior Vice President, Asset Management
212.536.8739
Jason Krupa MBA

Jason Krupa MBA, CIMA®
Vice President, Asset Management
312.600.0147
Carter Moebius

Carter Moebius
Vice President, Asset Management
213.802.0415
Milton G. (Bo) White IV

Milton G. (Bo) White IV
Vice President, Asset Management
410.773.8326
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