Harrison Vogel
Financial Planner
Victoria O’Tool
Financial Planner
Kevin Moriarty, CFA®
Investment Specialist
Sebastian Chaskel
Director, Philanthropic Services
Irina Polyakova, CPA
Sr. Tax Manager
Matthew McCarthy, CPA®
Tax Manager
Melissa Gioielli
Sr. Tax Advisor
Amanda O’Sullivan
Client Development Associate
James Werner
Sr. Manager, Client Development Associate
Jesse Frehling, AIF®
Regional Vice President
Chloe Balon
Chief of Staff and Sr. Director, Firm Partnership
Melissa Nims
Chief Solutions Officer
Elli Sharef
Head of Philanthropic Services
Kate Shackleton
Executive Managing Partner, Head of New Partner Success
