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Michael S. Schwartz, CFP®, AEP®

Chief Executive Officer

Ron Deutsch, CFA®, MBA

Senior Managing Director

Paul F. Hoerrner Jr., CFP®

Managing Director

Michael Tanney

Managing Director

Michael Fleming

Director of Business Development, NY

David Harrison, Esq.

General Counsel & Chief Compliance Officer

Thomas Barber

Chief Marketing Officer

Louis Sorsaia

Chief Operating Officer

Jason Sangekar, CFA®

Director of Investment Research & Advisory

Shannel Leow, CFP®

Director of Investment Operations

Anthony Natelli, CFA®, CAIA®

Investment Research Associate

Anna Caponsacco

Vice President | Investment Operations

David Taylor, LUTCF

Director of Insurance Services

Lisa Marie

Executive Assistant | Receptionist