Our Team

Home Office -
New York & New Jersey

California Office -
San Francisco

Partners &
Associates

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

Karen Samuels

Investment Operations Manager

Erin Moeller

Chief of Staff

Amanda Pasquale

Investment Operations Manager

Kyndal Carter

Marketing Manager

John Solik

Private Wealth Management, Portfolio Manager

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