Our People

Our People Make the Difference.

Executive Leadership

Mario Ramos

Chief Executive Officer

Tim Clift

Chief Investment Officer

Steve Gaven

Chief Financial Officer

Chris Mirick

SVP, General Counsel

Jill O'Connell

Chief Administrative Officer

Steve Reder

Managing Director, Wealth Management

Carlos Sotero

Chief Technology Officer

Chris Thom

Managing Director, Business Development

Daniel P Wiener

Chairman

Wealth Management

Meet Our Wealth Advisors

James Altschuler

Wealth Advisor

Kathryn Banis

Partner, Senior Relationship Manager

Cody Carlson

Wealth Advisor

Vanessa Carter-Witt

Wealth Advisor

Ryan Christensen

Partner, Wealth Advisor

Brennan Foust

Relationship Manager

Christopher Hagan

Partner, Senior Wealth Advisor

Stephen Johnson

Partner, Wealth Advisor

Joshua Jones

Partner, Senior Wealth Advisor

John Kennedy

Wealth Advisor

Elizabeth Kesselman

Partner, Senior Wealth Advisor

Andrew Kling

Wealth Advisor

Alex LaPointe

Regional Vice President, Wealth Management

Fran Lee

Senior Relationship Manager

Robert Lepson

Partner, Senior 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, Senior Wealth Advisor

John Puetz

Partner, Senior Wealth Advisor

Connor Ronan

Relationship Manager

Michael Russo

Wealth Advisor

Brad Sharp

Partner, Senior 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, Senior Wealth Advisor

Alden Witman

Wealth Advisor

Kari Wolfson

Partner, Wealth Advisor

Matthew Wyllie

Partner, Wealth Advisor

Investment Management

Meet Our Investment Management Team

Chris Keith

Senior Vice President, Fixed Income Manager

Charlie Toole

Director of Portfolio Management

Matthew Erickson

Senior Portfolio Manager

Zachary Ganz

Trader

Josh Jurbala

Quantitative Investments Manager

Christopher Madden

Research Analyst

Gabe Reale

Research Analyst

Client Services

Meet Our Client Service Team

Cory Latour

Business Analyst

Ryan Bulak

Client Service

Wander Cedano

Project Manager

Kelly Counsell

Client Service

Matthew Dakoyannis

Client Service

Megan Higgins

Director of Client Service

AbbeyRose Hillson

Client Service

Kia Jeffery

Client Service

JJ Leahy

Client Service

Felix Lorie

Client Service

John MacDonald

Head of Client Operations & Services

Karrie Pettiglio

Client Service Manager

Chase Rosa

Client Service

Wealth Services

Meet Our Financial Planning Team

Andrew Busa

Director of Financial Planning

Michael Dillaire

Financial Planner

Rawson Hubbell

Director of Estate and Trust Services

Tax Services

Meet Our Tax Services Team

Judy Ludwig

Vice President of Planning and Taxation

Julia Baratta

Senior Tax Associate

Cathy Lee

Tax Associate

Nicolette Shaw

Tax & Family Office Coordinator

Jeff Low

Tax Associate

Corporate Development

Brian Hazan

Managing Director, Corporate Development

Nikhil Kyathappala

Manager, Corporate Development

Free Investment Resources

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Special Report

Fidelity vs. Vanguard

Market Outlook

Adviser Outlook, Third Quarter 2023