Annie Gottbehuet
Managing Partner
Jojo Cresci, CFP®
Partner
Anthony Lugo, CFP®, CEPA
Wealth Advisor
Bob Burlinson
Sr. Director, Private Investments
Carrie Zhou, CFP®
Wealth Advisor
Charles Recchion
Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Mark De Gregorio
Wealth Advisor
Matt Krensky
Partner, Regis Group
Peter Gifford
Partner, Sr. Wealth Advisor
Ryan Moore
Associate Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
Taylor Embury, CFP®
Wealth Advisor
Timothy McNamara
Sr. Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Austin Wong
Relationship Manager
Kevin Shannon
Sr. Relationship Manager
Phuong Tran
Relationship Manager
Ryan Young
Relationship Manager
Jeff Blum
Regional Vice President
