Annie Gottbehuet
Managing Partner
Jojo Cresci, CFP®
Partner
Matt Krensky
Partner, Regis Group
Peter Gifford
Partner, Sr. Wealth Advisor
Stephen Donahue
Partner, Sr. Wealth Advisor
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
Ryan Moore
Associate 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
