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Meet the wealth advisors and family office services team dedicated to serving your needs.
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Sarah Simon, JD
Managing Director, Wealth Advisor
Caleb Sine
Managing Director, Head of Operations – Family Office Services
Jimmy Sioris, MBA
Managing Director, Wealth Advisor
Jessica Sirotkin
Associate Director, Operations Manager
Alex Smith
Managing Director, Wealth Advisor
Nathan Snodgrass, CFA, CFP
®
Managing Director, Wealth Advisor
Kenny Sorosky
Managing Director, Wealth Advisor
Karen Sotallaro, CFP
®
, CRPS
®
Managing Director, Wealth Advisor
Madison Spiegel
Director, Lifestyle Services
Tami St. Francis
Associate Director, Private Wealth Client Services
Holly Stallons, CAPI, CPRIA
Director, Insurance Advisory
Jack Stinn
Associate Director, Wealth Advisor
Nathan Stoker, CFP
®
, CSRIC
®
Associate Director, Wealth Advisor
Chris Stout
Managing Director, Wealth Advisor
Phil Strohm, MSFS
Managing Director, Wealth Advisor
Cayla Surovsky
Associate, Family Governance
Sam Swenson
Associate, Private Wealth Services
Todd Tautfest
Managing Director, Wealth Advisor
Matt Teich, CFA, CFP
®
Managing Director, Wealth Advisor
Michael Texido
Managing Director, Wealth Advisor
Diane Tobin
Managing Director, Operations
Josh Togger, CFA
Associate Director, Wealth Advisor
Michelle Trivers
Director, Private Wealth Client Services
Cady Troester, J.D., CTFA
Director, Trust Services
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About
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All Team
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All Articles
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What Is a Multi-Family Office?
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