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Personal Wealth
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Why Adviser?
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Personal Wealth
Development
Menu
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Our Services
Financial Planning
Investment Management
Tax Planning
Managed Bonds
401(k) Advisory Services
Why Adviser?
Our Process
Our Principles
Our People
Our History
Awards & Recognitions
Company News
Careers
Ideas & Insights
Blogs
Special Reports
Quarterly Outlook
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Getting Started
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Our People
Our People Make the Difference.
Executive Leadership
Mario Ramos
Chief Executive Officer
Tim Clift
Chief Investment Officer
Patrick Garvey
Head of Client and Business Operations
Steve Gaven
Chief Financial Officer
Chris Mirick
Senior Vice President, General Counsel
Jill O'Connell
Chief Human Resources Officer
Steve Reder
Head of Wealth Management
Chris Thom
Head of Wealth Services
Daniel P Wiener
Chairman
Wealth Management
Meet Our Wealth Advisors
James Altschuler
Wealth Advisor
Kathryn Banis
Senior Relationship Manager
Cody Carlson
Wealth Advisor
Vanessa Carter-Witt
Wealth Advisor
Ryan Christensen
Partner, Wealth Advisor
Brennan Foust
Relationship Manager
Christopher Hagan
Partner, Wealth Advisor
Stephen Johnson
Partner, Wealth Advisor
Joshua Jones
Partner, Wealth Advisor
John Kennedy
Wealth Advisor
Elizabeth Kesselman
Partner, Wealth Advisor
Andrew Kling
Wealth Advisor
Alex LaPointe
Wealth Advisor
Fran Lee
Senior Relationship Manager
Robert Lepson
Partner, Wealth Advisor
Diana Linn
Wealth Advisor
Kristen Manjikian
Relationship Manager
David Mastroianni
Wealth Advisor
Dina Milne
Wealth Advisor
Ryan O'Shaughnessy
Relationship Manager
Todd Peters
Partner, Wealth Advisor
Connor Ronan
Relationship Manager
Michael Russo
Wealth Advisor
Brad Sharp
Partner, Wealth Advisor
Matthew Shumaker
Wealth Advisor
Adam Strauss
Wealth Advisor
Geoffrey Turner
Wealth Advisor
James Verity
Partner, Wealth Advisor
David VerMeulen
Wealth Advisor
Rick Winters
Partner, Wealth Advisor
Alden Witman
Wealth Advisor
Kari Wolfson
Partner, Wealth Advisor
Matthew Wyllie
Partner, Wealth Advisor
Client Services
Meet Our client Service Team
Ryan Bulak
Client Service
Kelly Counsell
Client Service
Matthew Dakoyannis
Client Service
Megan Higgins
Client Service
AbbeyRose Hillson
Client Service
Kia Jeffery
Client Service
JJ Leahy
Client Service
Felix Lorie
Client Service
Karrie Pettiglio
Client Service
Greg Reyes
Client Service
Chase Rosa
Client Service
Wealth Services
Meet Our Financial Planning Team
Andrew Busa
Manager of Financial Planning
Wander Cedano
Financial Planner
Michael Dillaire
Financial Planner
Meet Our Tax Services Team
Julia Baratta
Senior Tax Associate
Cathy Lee
Tax Associate
Jeff Low
Tax Associate
Judy Ludwig
Vice President of Planning and Taxation
Nicolette Shaw
Tax & Family Office Coordinator
Corporate Development
Brian Hazan
Managing Director, Corporate Development
Alec Rosen
Vice President, Corporate Development
Nikhil Kyathappala
Manager, Corporate Development
Cory Latour
Corporate Development Associate
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Special Report
Fidelity vs. Vanguard
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Market Outlook
Adviser Outlook, Second Quarter 2023
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