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Natalie Daneshbakhsh
Director, Private Wealth Client Services
Emily Dedmon
Director, Private Wealth Client Services
Tara DeLong
Associate, Events & Marketing
Matt Delricco CFA
Associate Director, Wealth Advisor
Hailey DeMarzo
Director, Reporting
Demi DiCristofano
Associate Director, Private Wealth Client Services
Lauren Dietz
Senior Associate, Events & Marketing
Erin Ditter
Associate Director, Lifestyle Services
Amanda Doyle
Director, Private Investment Operations
Kimberly DuBord, CPWA
®
Managing Director, Wealth Advisor
Katherine Dumont
Associate, Executive Assistant
Robert B. Dunkin
Managing Director, Wealth Advisor
Patrick Dunton, CFP
®
Associate Director, Wealth Advisor
Amanda Earl
Associate, Private Wealth Client Services
Carter Eckerline
Director, Private Markets
Stephanie Effron
Associate Director, CFO Services
Trey Eldridge, CTFA, JD
Chief Operating Officer and Executive Managing Director at The Connable Office
Alvaro Encinas
Associate, Private Investment Operations
Margaret Esquivel-Damato
Director, Private Wealth Client Services
Cheryl Evert
Managing Director, Fixed Income
Marina Fahmy
Associate Director, Private Wealth Client Services
Joe Falchek III, CFP
®
, CPWA
®
Director, Wealth Advisor
Katie Fauntleroy
Director, Corporate Development
Jordan Feurer
Regional Managing Director, Client Service – East Region
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What Is a Multi-Family Office?
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