Scott Israel,
CMFC®, AIF®
Managing Partner, Sr. Wealth Management Advisor
Jason Kass,
CFA, CFP®
Managing Partner, CIO & Sr. Portfolio Manager
Robert Rom,
CFP®, AIF®
Managing Partner, Sr. Wealth Management Advisor
Tim Urie, CFP®
Managing Partner, Chief Growth Officer/CCO
Robert P. Marronaro, CFP®
Partner, Sr. Wealth Management Advisor
Kevin Brooks
Partner, Sr. Wealth Management Advisor
Kelly Lin
Partner, Sr. Wealth Management Advisor
Tim Sommer
Sr. Wealth Management Advisor
Charles Hawes
Sr. Wealth Management Advisor
Barry Gladstein, CFP®
Wealth Management Advisor
Nick Patullo, CFP®
Wealth Management Advisor
Theresa Bilello
Senior Relationship Manager
Ken DeNicolo
Senior Relationship Manager
Pattie Olaya
Relationship Manager – Trust Specialist
Lindsey Nichols
Client Services & Operations