J. Brent Beene
CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor
Partner, Chief Culture Officer, and Wealth Advisor
Christopher J. Cordaro
CFA, MBA
Partner and Chairperson
Partner and Chairperson
Jonathan J. Hochberg
MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Brian Kazanchy
CFP®, CFA, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Jane P. Newton
CFP®, MBA
Partner and Wealth Advisor
Partner and Wealth Advisor
Chadderdon O’Brien
CFP®, FRM
Partner and Wealth Advisor
Partner and Wealth Advisor
Jennifer E. Papadopolo
MBA, MS
Partner and Chief Operating Officer
Partner and Chief Operating Officer
Paul Platkin
CFA
Partner and Co-Chief Investment Officer
Partner and Co-Chief Investment Officer
George Stapleton
Partner and Chief Executive Officer
Michael R. Steiner
CFP®, CPA
Partner and Wealth Advisor
Partner and Wealth Advisor