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Our Vision
Our Team
Our Services for Advisors
Structure
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Contact Us
About
Our Vision
Our Team
Our Services for Advisors
Structure
Insights
In The News
Upcoming Events
Contact Us
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
Jason Sangekar, CFA®
Director of Portfolio and Wealth Advisory
Ryan Simpson
Operations Associate
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