Brad Jacobson
Senior Client Portfolio Manager & Managing Director
James Lynch
Senior Fixed Income Portfolio Manager
Joseph Trucano, CFP ®
Director of Financial Planning
Matt Biedron, CFA®
Interim Chief Investment Officer
Drew Crawford, Jr.
Director of Research
Olivia Augustyniak
Client Service Associate
Eric Feigenwinter
Research Analyst
Makayla Vazquez, CFP ®
Wealth Strategy Associate
Laura Flanagan, PHD | JD
General Counsel
Allison Jaffe
Compliance Associate
Doug Kamin
Chief Compliance Officer
Sam Goldblat
Junior Research Analyst
