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J. Brent Beene

CFP®, MS
Partner, Chief Culture Officer, and Wealth Advisor

Christopher J. Cordaro

CFA, MBA
Partner and Chairperson

Jonathan J. Hochberg

MBA
Partner and Wealth Advisor

Brian Kazanchy

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

Jane P. Newton

CFP®, MBA
Partner and Wealth Advisor

Chadderdon O’Brien

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

Jennifer E. Papadopolo

MBA, MS
Partner and Chief Operating Officer

Paul Platkin

CFA
Partner and Co-Chief Investment Officer
George Stapleton

George Stapleton

Partner and Chief Executive Officer
Michael R. Steiner

Michael R. Steiner

CFP®, CPA
Partner and Wealth Advisor
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