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Eric Becker
Founder and Co-Chairman
Jack Ablin, CFA
Executive Managing Director, Founding Partner & Chief Investment Strategist
Mike Bruno, CFA
Managing Director, Wealth Advisor
Rob D’Angelo, CFA
Director, Wealth Advisor
Robert B. Dunkin
Managing Director, Wealth Advisor
Christopher Georgopoulos
Director, Wealth Advisor
Travis Henry
Managing Director, Wealth Advisor
Kristen Metcalf
Associate Director, Private Wealth Client Services
April Neuhaus
Associate, Executive Assistant
Chad Recht
Managing Director, Head of Investment and Data Technology
Julian Turosienski, CFP
®
Associate Director, Wealth Advisor
Lillian Vassilatos
Director, Private Wealth Client Services
Kasia White
Associate Director, Private Wealth Client Services
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