Natalie Dymkowski

Natalie Dymkowski

Jan 1, 2025

As Associate, Client Service, Natalie establishes strong connections with clients, while ensuring that their requests are addressed promptly and according to their individual needs. Natalie has previous experience at Wells Fargo Advisors and Charles Schwab. She...
Mia Costarella

Mia Costarella

Jan 1, 2025

In her role as Vice President, Client Service, Mia delivers exceptional ongoing client service while ensuring timely and accurate attention to each client’s needs. She brings over 30 years of experience and has previously worked for companies such as Wells Fargo and...
David Chase

David Chase

Jan 1, 2025

As Managing Director, David works closely with his team to advise high-net-worth families, executives and institutions. He also supports their respective trusts, estates, foundations and endowments regarding their investment, liability management, risk management, and...
Robert Balfour

Robert Balfour

Jan 1, 2025

As Vice President, Client Service, Robert is dedicated to understanding each client’s unique needs. Whether advising young professionals, business owners or high-net-worth families, he delivers straightforward, comprehensive and objective guidance tailored to their...