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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