Alan L. Bazaar

Chief Executive Officer & Co-Chief Investment Officer

Philip Richter

President & Co-Chief Investment Officer

Phoebe Rubenstein, Esq.

Managing Director, Operations & Chief of Staff

Timothy Whelan, CPA

Chief Development Officer / Managing Director of Family Office

Michael T. Meechan, CFA

Director of Investments

Robert Patrissi, CPA

Controller & Director of Compliance

Robert McNerney

Client Development & Analytics Specialist

Carolyn Yun, CPA, CFP, AEP

Client Advisor

Kristin Fong

Client Advisor

Andrea B. O’Neill

Managing Director, Client Service

Madeline E. Fisher

Senior Manager, Client Service

Aubrey Kandell

Senior Accountant

Cathy Gellatly

Senior Accountant

Chelsea Birzon

Accountant

Katie Carpano

Accountant

Kelly Triolo

Operations Manager

Audrey Bader

Marketing & Operations Associate

Courtney McCormack

Senior Analyst

Jordan Artope

Junior Research Analyst