Service

  • Alex KirkAssociate
  • Jake GeringerClient Service Specialist
  • James Cerezo Client Service Specialist

Operations

  • Joseph Fusaro, Jr.Director of Operations
  • Jason Hart Operations Manager
  • Stephen FringerData & Reporting Analyst
  • Eric Rosen Chief Compliance Officer
  • Michael Van KleeckCompliance Officer, CFP®, AIF®, CSCP®