Our Team

Home Office

New York & New Jersey

Mike Brown

Managing Partner & Financial Advisor

Brian Flynn

Managing Partner & Financial Advisor

Damian Lobasso

Managing Partner

Penny Phillips

President

Mark Lebida, CFA®

Director of Investments

Caitlin West, CFP®

Director of Investment Operations

Erin Moeller

Chief of Staff

Amanda Pasquale

Investment Operations Associate

The San Francisco Team

Kristin Adelson Bartlow, CFP®, CLU®, RICP®, ChFC®, WMCP®

Managing Director & Financial Advisor

Kevin Rinow, CFP®, CLU®, RICP®, ChFC®

Financial Advisor

Brett Agnew, CFP®

Director of Planning

Adrienne Conrad

Executive Assistant

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