Celicia Smith
Sr. Client Service Specialist
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
Tanya Livingston
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
Edward Dunphy
Regional Vice President
Jackie Steczkowski
Regional Sales Associate
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

