Our people provide seasoned, prudent advice and exceptional implementation.

Read Caitlin’s Bio

Caitlin Beasty
Senior Associate, Compliance

Read Jenna’s Bio

Jenna Becker
Senior Vice President, Client Advisor

Read Saher’s Bio

Saher Chaudhry
Executive Assistant

Read Jennifer’s Bio

Jennifer Cowell
Executive Assistant and HR Administrator

Read Abraham’s Bio

Abraham Eapen
Managing Director, Research

Read Michael’s Bio

Michael Fierro
Chief Financial Officer

Read Callie’s Bio

Callie Gilbert
Senior Vice President, 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 Vice President, Senior Estate Administrator

Read Mike’s Bio

Mike Loughney
Managing Director, Finance

Read Franklin’s Bio

Franklin Ma
Associate, Developer

Read Peggy’s Bio

Peggy Maloney
Senior Paralegal

Read Alexis’s Bio

Alexis Mirski
Vice President, Client Advisor

Read Christine’s Bio

Christine Muchoe
Associate, Research

Read Marian’s Bio

Marian Natividad
Senior Vice President, Firm Controller

Read Elizabeth’s Bio

Elizabeth Parker
Senior Vice President, Client Trust Specialist

Read Itamar’s Bio

Itamar Nissim
Vice President, Family Office Controller

Read John’s Bio

John Perricone
Senior Associate, Client Service

Read Marty’s Bio

Marty J. Piccinich
Chief Technology Officer

Read Katherine’s Bio

Katherine Pickel
Director, Business Development and Client Advisor

Read Nick’s Bio

Nick Policastro
Director, Client Administration and Reporting

Read Milwin’s Bio

Milwin Rainey
Vice President, Finance

Read Joel’s Bio

Joel Roemer
Senior Vice President, Client Advisor

Read Nathan’s Bio

Nathan Romig
Associate, Client Service

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
Senior Associate, Finance

Read Maya’s Bio

Maya Snagg
Senior Associate, Client Service

Read Brady’s Bio

Brady Tuttle
Senior Associate, Research

Read Joshua’s Bio

Joshua Whitehurst
Managing Director, Systems Development