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A team approach

Our people collaborate to deliver highly personalized service to you.

Greg Allison
Greg Allison
CFP®
Director of Portfolio Management
Matt Holden
Matt Holden
Investment Analyst
Andy Kapyrin
Andy Kapyrin
CFA
Partner and Director of Research

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Alex is an Analyst with the Investment Team. His responsibilities include conducting investment research and analysis for the Investment Committee and monitoring client portfolios for potential rebalancing opportunities. Alex graduated from Rutgers University in 2012 with a BA in Economics focusing much of his studies in Finance and Statistics. He is CFA® Charterholder and a member of the New York Society of Security Analysts. Alex lives in Summit and is a tennis enthusiast.

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