Claudia Paluch
Client Service Specialist
Eileen Swirsky
Client Service Specialist
Joel Sciabarrasi
Technology & Operations Specialist
Monica Delsanto
Sr. Client Service Specialist
Pamela Greene
Sr. Client Service Specialist
Ted Innella
Sr. Client Service Specialist
Ander Belategui
Manager, Management & Performance Analytics, Business Intelligence
Austin Minor
Regional Vice President
Bob Kinnie
Regional Vice President
Timothy Schmidt
Regional Vice President
Matthew Kelley, CFP®
Financial Planner
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Lily Zhang
Tax Associate
Naphtalie Germain
Sr. Tax Associate
Gabriella Bitar, J.D.
Estate Planning Strategist

