Annie Gottbehuet
Managing Partner
Jojo Cresci, CFP®
Partner
Alex Gangl, CFP®, CFA®, CEPA®
Sr. Wealth Advisor
Anthony Lugo-Garcia, 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
Wealth Advisor
Zack Schiller, CFP®
Sr. Wealth Advisor
Jeff Blum
Regional Vice President
Darren Gee
Regional Vice President
Austin Wong
Relationship Manager
Kevin Shannon
Sr. Relationship Manager
Phuong Tran
Relationship Manager

