Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments
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Matt Krensky

Senior Wealth Manager, Director
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Peter Gifford

Senior Wealth Manager, Director
professional headshot of Stephen Donahue

Stephen Donahue

Senior Wealth Manager, Director

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