Our people provide seasoned, prudent advice and exceptional implementation.

Read Caitlin’s Bio

Caitlin Beasty
Compliance Officer

Read Jenna’s Bio

Jenna Becker
Client Advisor

Read Samantha’s Bio

Samantha Beyda
Trust & Estate Associate

Read Saher’s Bio

Saher Chaudhry
Executive Assistant

Read Jennifer’s Bio

Jennifer Cowell
Executive Assistant

Read Steven’s Bio

Steven W. Davidson
Managing Director

Read Abraham’s Bio

Abraham Eapen
Senior Vice President

Read Michael’s Bio

Michael Fierro
Chief Financial Officer

Read Callie’s Bio

Callie Gilbert
Senior Analyst, Client Research Specialist

Read Mack’s Bio

Mack Herlyn
Vice President

Read Annie’s Bio

Annie Hsia
Legal and Executive Assistant

Read Kabir’s Bio

Kabir Kapoor
Chief Investment Officer

Read Lisa’s Bio

Lisa Lerer-Zahn
Senior Estate Administrator

Read Mike’s Bio

Mike Loughney
Senior Vice President of Finance

Read Franklin’s Bio

Franklin Ma
Client Services Associate

Read Peggy’s Bio

Peggy Maloney
Senior Paralegal

Read Alexis’s Bio

Alexis Mirski
Client Advisor

Read Christine’s Bio

Christine Muchoe
Research Assistant

Read Marian’s Bio

Marian Natividad
Controller

Read Elizabeth’s Bio

Elizabeth Parker
Senior Client Trust Associate

Read Itamar’s Bio

Itamar Nissim
Family Office Controller

Read John’s Bio

John Perricone
Client Services Associate

Read Marty’s Bio

Marty J. Piccinich
Director of Information Technology, CISO

Read Katherine’s Bio

Katherine Pickel
Director of Client Services

Read Nick’s Bio

Nick Policastro
Director of Client Administration

Read Milwin’s Bio

Milwin Rainey
Fund Accountant

Read Joel’s Bio

Joel Roemer
Client Advisor

Read Nathan’s Bio

Nathan Romig
Client Services Associate

Read Barry’s Bio

Barry Rosenthal
Chief Compliance Officer

Read Michael’s Bio

Michael Sancilio
Chief Operating Officer

Read Leigh’s Bio

Leigh Ann Santiago
Office Administrator

Read Emily’s Bio

Emily Schumacher
Fund Accountant

Read Brady’s Bio

Brady Tuttle
Analyst

Read Maya’s Bio

Maya Snagg
Client Services Associate

Read Joshua’s Bio

Joshua Whitehurst
Director of Systems Development