The Team


Experienced. Innovative. Trustworthy.

SCHEDULE CALL
  • Eric Becker
    1
    Eric Becker
    Founder and Co-Chairman
  • Avy Stein
    2
    Avy Stein
    Founder and Co-Chairman
  • Jack Ablin
    3
    Jack Ablin, CFA
    Chief Investment Officer and Founding Partner
  • Doug Regan
    4
    Doug Regan
    Co-Chairman and Founding Partner
  • Paul Pagnato
    5
    Paul A. Pagnato
    Co-Chairman and Chief Visionary Officer
  • Bill Rudnick
    6
    Bill Rudnick
    Senior Partner, General Counsel & Co-Head of Family Office Services
  • Barbara Young
    7
    Barbara Young
    Senior Managing Director & Co-Head of Family Office Services
  • Jessica Malkin
    8
    Jessica Malkin
    Executive Vice President
  • Randy Conte
    9
    Randy Conte
    Chief Operating Officer
  • Patrick Canning
    10
    Patrick Canning
    Vice Chairman
  • Michael Costible
    11
    Michael Costabile, CPA
    Chief Financial Officer
  • Bob Pagliuco
    12
    Bob Pagliuco
    Chief Compliance Officer
  • Bob Dunkin
    13
    Robert B. Dunkin
    Senior Managing Director
  • Martim de Arantes Oliveira
    14
    Martim de Arantes Oliveira
    Senior Managing Director
  • David Jackson
    15
    David Jackson
    Chief Experience Officer
  • Linda Litner
    16
    Linda Litner
    Managing Director
  • Kevin Long
    17
    Kevin Long
    Partner and Senior Managing Director
  • David Karp
    David W. Karp
    Senior Managing Director
  • Craig Abraham
    Craig Abraham
    Partner, Managing Director and Wealth Advisor
  • Will Amerine
    Will Amerine
    Partner and Managing Director, Wealth Advisor
  • Matt Armandi
    Matthew Armandi, CPA
    Controller
  • Beth Barrett
    Beth Barrett, CFA
    Associate Director, Wealth Advisor
  • Kevin Baumhart
    Kevin Baumhart, CFP®, CMT
    Associate, Client Relationship Specialist
  • Beth Benoit
    Beth Benoit
    Office Services Coordinator
  • Steve Berardi
    Stephen H. Berardi, CFA®
    Partner, Managing Director and Family Wealth Advisor
  • Pat Biladeau
    Patrick Biladeau
    Partner and Managing Director
  • Rebecca Bily
    Rebecca Bily
    Wealth Advisor Associate
  • Zac Bindler
    Zac Bindler
    Partner and Wealth Advisor
  • Cory Brown
    Cory Brown
    Senior Project Manager
  • Bill Buchband
    Bill Buchband, CFA
    Partner and Managing Director
  • Jessica Buchholz
    Jessica Buchholz
    Vice President, Client Relationship Specialist
  • Keith Cantrell
    Keith Cantrell
    Partner and Managing Director
  • Ruthie Casey
    Ruthie Casey
    Marketing Associate
  • Cherry Cheng
    Cherry Cheng, CPA
    Tax Manager
  • Derek Chipman
    Derek M. Chipman
    Senior Analyst
  • Tom Christman
    Tom Christman
    Head of Talent Acquisition
  • Kasia Chudzik
    Kasia Chudzik
    Associate Director, Private Wealth Services
  • Jeff Cismoski
    Jeff Cismoski, CFP®, CPWA®
    Wealth Advisor
  • Vince Colabianchi
    Vincent Colabianchi, CPA
    Managing Director
  • Alyse Comiter
    Alyse Reiser Comiter
    Managing Director, Wealth Strategist
  • Tony Comorat
    Tony Comorat, CFA
    Partner and Financial Advisor
  • Emily Dedmon
    Emily Dedmon
    Associate, Client Relationship Specialist
  • Chris DeMonte
    Christopher J. DeMonte, CFA
    Partner and Managing Director
  • Nikhil Deusana
    Nikhil Deusana
    Director of Operations
  • Janet Dougherty
    W. Janet Dougherty, CFA
    Partner and Managing Director
  • Greg Downs
    Greg Downs, CFA
    Managing Director, Investment Strategy
  • Kimberly DuBord
    Kimberly DuBord, CPWA®
    Partner and Managing Director
  • Katherine Dumont
    Katherine Dumont
    Executive Assistant
  • Patrick Dunton
    Patrick Dunton
    Vice President, Client Relationship Specialist
  • Margaret Esquivel-Damato
    Margaret Esquivel-Damato
    Associate Director, Private Wealth Services
  • Jordan Feurer
    Jordan Feurer
    Reporting analyst
  • Amy Gierak
    Amy Gierak, CFP®
    Vice President, Client Relationship Specialist
  • Rachel Gil
    Rachel Gil
    Associate Director, Family Office Services
  • Anthony Golesorkhi
    Anthony Golesorkhi
    Planning Coordinator
  • Danny Goodman
    Danny Goodman
    Business Manager
  • Noël Goudreau
    Noël Goudreau
    Partner, Associate General Counsel
  • Blake Green
    Blake Green
    Trading Associate
  • Eva Greene
    Eva Greene
    Office Manager
  • Diana Grimsley
    Diana B. Grimsley, CMT
    Director, Trading & Reporting
  • Mark Guinney
    Mark Guinney, CFA
    Managing Director, Investment Strategy
  • Dick Hall
    Dick Hall
    Partner and Managing Director
  • Beth Hangren
    Beth Hangren
    Executive Assistant
  • Tassy Hanneman
    Tassy Hannemann
    Vice President, Client Relationship Specialist
  • Shane Harjes
    Shane Harjes
    Wealth Advisor
  • Brooks Hays
    Brooks Hays, CFA
    Partner, Managing Director & Wealth Advisor
  • Jason Heckler
    Jason Heckler
    Partner and Managing Director
  • Oleg Ikhelson
    Oleg Ikhelson, J.D., CPA
    Partner, Director, Tax Services
  • Tara Jones
    Tara B. Jones, CGSP®
    Associate Director, Lifestyle Services
  • Michael Juettner
    Michael Juettner, CFA
    Director, Investment Strategy
  • Ali Kahil
    Ali B. Kahil
    Tax & Financial Analyst
  • Josh Kanter
    Joshua Kanter
    Wealth Strategist/Family Governance
  • John Kim
    John Kim
    Director of Information Technology
  • Dylan Kremer
    Dylan Kremer
    Director, Investment Strategy
  • Sophie Lee
    Sophie Lee, CFP®
    Director
  • James Longinotti
    James Longinotti, CFA ,CFP®
    Director
  • Kathleen Lunger
    Kathleen Lunger
    Strategic Events & Marketing Associate
  • Patrick Mahoney
    Patrick Mahoney
    Partner and Managing Director
  • Elijah McCray
    Elijah McCray
    Accounting Associate
  • John McCumber
    Jon McCumber
    Managing Director and Wealth Advisor
  • Nick Mellone
    Nicholas V. Mellone, CFP®, CAIA
    Wealth Analyst
  • Dominic Messina
    Dominic Messina
    Vice President, Private Investment Specialist
  • Jennifer Miara
    Jennifer Miara
    Director of Banking and Credit Consulting
  • Michael Mohr
    Michael Mohr, CFA
    Partner and Managing Director
  • Jon Moon
    Jon Moon
    Information Technology Specialist
  • Debbie Morgenthaler
    Debbie S. Morgenthaler
    Corporate Operations Analyst
  • April Neuhaus
    April Neuhaus
    Executive Assistant
  • Lars Okeson
    Lars G. Okeson
    Partner, Managing Director and Family Wealth Advisor
  • Kevin O'Neal
    Kevin Oneal
    Director of Legal and Compliance
  • Richard Orlando
    Dr. Richard J. Orlando
    Family Coach
  • Marjorie Paddock
    Marjie Paddock
    Director of Compliance
  • Dawn Page
    Dawn M. Page
    Director, Operations
  • Paul Pagnato III
    Paul A. Pagnato III
    Digital Marketing Analyst
  • Michael Pickney
    Michael Pinckney
    Partner and Wealth Advisor
  • Amanda Plonski
    Amanda R. Plonski, CFP®, CPWA®
    Partner, Director, Wealth Strategy
  • Makenzie Powelson
    Makenzie Powelson
    Office Manager and Executive Assistant
  • Brigid Reidy
    Brigid Reidy
    Director of Client Service
  • Cathy Rieder
    Catherine L. Rieder
    Director, Client Experience and Branding
  • Oliver Rose
    Oliver Rose
    Director of Strategic Initiatives
  • Colleen Rush
    Colleen Rush
    Office Manager
  • Jack Sawyer
    Jack Sawyer, J.D.
    Partner and Managing Director
  • Eric Schoener
    Eric H. Schoener, CFP®, CIMA®
    Partner, Managing Director and Family Wealth Advisor
  • John Schriver
    John Schriver, CFA, CAIA
    Partner and Managing Director
  • Trent Schumann
    Trent Schumann
    Investment Strategy Analyst
  • Breann Sengstock
    Breann Sengstock
    Associate, Private Investment Specialist
  • Peter Sherlock
    Peter Sherlock
    Managing Director, Wealth Advisor
  • Maggie Shriver
    Maggie Shriver
    Associate Director, Private Wealth Services
  • Sarah Simon
    Sarah Simon, JD
    Director, Wealth Strategist and Wealth Advisor
  • Robin Sines
    Robin D. Sines
    Chief Operating Officer
  • Alex Smith
    Alex Smith
    Partner, Managing Director and Wealth Advisor
  • Nathan Snodgrass
    Nathan Snodgrass, CFA, CFP®
    Partner and Managing Director
  • Vimala Snow
    Vimala Snow
    Managing Director, Wealth Strategist
  • Gus Spaulding
    Gus Spaulding
    Managing Director, Wealth Advisor
  • Tyrone Stephens
    Tyrone Stephens
    Vice President, Wealth Advisor
  • Renee Stevens
    Renee Stevens
    Administrative Assistant
  • Adam Strauss
    Adam Strauss
    Partner and Managing Director
  • Kristina Sullivan
    Kristiana Sullivan
    Associate, Client Relationship Specialist
  • Todd Tautfest
    Todd Tautfest
    Partner and Managing Director
  • Matt Teich
    Matt Teich, CFA, CFP®
    Managing Director, Wealth Strategy
  • Dan Terlep
    Daniel Terlep
    Senior Managing Director, Chief Financial Officer Services
  • Allison Tully
    Allison E. Tully
    Associate Director of Trading
  • Lillian Vassilatos
    Lillian Vassilatos
    Vice President, Client Relationship Specialist
  • Steve Wathen
    Stephen P. Wathen
    Director, Operations
  • Lauren Watson
    Lauren P. Watson, CPA, CFP®
    Family Wealth Strategist
  • Whitney Webb
    Whitney Webb
    Director of Governance and Education
  • Debra Webber, CFP®
    Debra Webber, CFP®
    Senior Wealth Advisor
  • Mimi Wing
    Mimi S. Wing
    Office Manager
  • Drew Woolridge
    Andrew J. Woolridge, CIMA®
    Partner, Managing Director and Family Wealth Advisor
  • Hannah Zabel
    Hannah Zabel
    Associate, Client Relationship Specialist
  • Lorrie Zimecki
    Lorrie B. Zimecki, CMP, CGSP®
    Director, Lifestyle Services

Schedule


Call 703-468-2701 or Email: