Associate, Wealth Advisor
Advisor
Michael Weinberg
Managing Director
Eduardo Vega
Associate, Wealth Advisor
John Straus, Jr., CFP®
Partner | Co-Founder | CERTIFIED FINANCIAL PLANNER™
Jay Peters, CFA®
Principal, Portfolio Strategy
Glen Mintz
Managing Director, Portfolio Management
Kevin Miller
Vice President, Portfolio Strategy
Robert James Lee
Vice President, Wealth Advisor
Jeffrey Kobernick
Managing Partner | Co-Founder
Susan Kim, CFA®
Vice President, Wealth Advisor
Jared Kaplan
Partner
Ghislain Gouraige, CEPA®
Partner
Karen Glassman
Managing Director
Jason Fay
Senior Wealth Advisor
Patrick Dwyer
Managing Director
Michaelangelo Dooley, CFP®
Principal
Frank Ackerman
Managing Director
Walter Granruth III
Partner, Co-Founder
Robert Sechan
CEO, Managing Partner, Co-Founder