Board of Managers

< 1 min read
J. Brent Beene

J. Brent Beene

CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor
Christopher J. Cordaro

Christopher J. Cordaro

CFP®, CFA, MBA
Partner, Chief Investment Officer and Wealth Advisor
Jonathan J. Hochberg

Jonathan J. Hochberg

MBA
Partner and Wealth Advisor
Brian Kazanchy

Brian Kazanchy

CFP®, CFA, MBA
Partner and Wealth Advisor
Jane P. Newton

Jane P. Newton

CFP®, MBA
Partner and Wealth Advisor
Jennifer E. Papadopolo

Jennifer E. Papadopolo

MBA, MS
Partner and Chief Operating Officer
George Stapleton

George Stapleton

Partner and Chief Executive Officer
Michael R. Steiner

Michael R. Steiner

CFP®, CPA
Partner and Wealth Advisor
Back To Top