
Annie Gottbehuet
Managing Director, Market Leader

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

Mark De Gregorio
Wealth Advisor

Matt Krensky
Senior Wealth Manager, Director

Peter Gifford
Senior Wealth Manager, Director

Stephen Donahue
Senior Wealth Manager, Director