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Greg Allison

Greg Allison

CFP®
Director of Portfolio Management
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
Andy Kapyrin

Andy Kapyrin

CFA
Partner and Co-Head of Investments
Brian Kazanchy

Brian Kazanchy

CFP®, CFA, MBA
Partner and Wealth Advisor
Paul Platkin

Paul Platkin

CFA
Partner and Co-Head of Investments
James R. Sonneborn

James R. Sonneborn

CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
David M. Spungen

David M. Spungen

Partner and Wealth Advisor
Melissa Weisz

Melissa Weisz

CFP®, CFA
Wealth Advisor
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