Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West

John Lee

Senior Portfolio Accounting Specialist

Jonathan Gossens, CFA®

Sr. Investment Strategist

Liliana Huerta

Portfolio Operations Specialist

Lindsay O’Toole

SVP, Investment Platform Operations

Michael Uyemura

Sr. Research Manager
Michael Hewel

Mike Hewel, CETF

Director, Trading

Paul Seigle

Research Manager
Qing Yang

Qing Yang, CFA®, CMT®

Senior Investment Strategist

Remi Sampson, CFA

Director, Portfolio Consulting
Sam-Warner

Sam Warner

Portfolio Consultant

Sebastian Chaskel Steiner

Director, Philanthropic Services

Stephen Prinster

Sr. Director, Investment Operations
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Taylor Mague

Portfolio Operations Specialist
Theresa Bedard

Theresa Bedard

Manager, Portfolio Consultant

Tim Cengia

Sr. Portfolio Operations Specialist
Will Rockett Image

Will Rockett, CFA®, MBA

Sr. Director of Investment Strategy
Alexis Ragus-Wines

Alexis Ragus-Wines

Sr. Tax Manager
Amber Perez

Amber Perez

Tax Operations Specialist
Amir Mejia Hernandez

Amir Hernandez

Tax Support Specialist

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