Brad Jacobson
Senior Client Portfolio Manager & Managing Director
Joseph Sharma, CFA®
Chief Investment Officer & Senior Equity Portfolio Manager
James Lynch
Senior Fixed Income Portfolio Manager
Joseph Trucano, CFP ®
Director of Financial Planning
Matt Biedron, CFA®
Senior Research Analyst
Drew Crawford, Jr.
Director of Research
Laura Flanagan, PHD | JD
General Counsel and CCO
Allison Jaffe
Compliance Associate
Brenda Le, CFA®
Head of Institutional Business Development
Olivia Augustyniak
Client Service Associate
Eric Feigenwinter
Research Associate
Makayla Vazquez
Wealth Strategy Associate
