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Tiffany Lessler, FPQP®
Director of Talent
Colin Higgins
Chief Executive Officer
Kurt Hoefer, CFA
Chief Strategy Officer
Jennifer Rouse
Director of Operations & Chief Compliance Officer
Joe Martin
Chief Client Experience Officer
Alex Katz
Chief Growth Officer
Cynthia Duncan
Senior Financial Advisor
Claire Shifren, CFP®
Senior Financial Advisor
Eric Jungling, CFP®
Senior Financial Advisor
Mandy Pham, CFP®, CFA, EA
Senior Financial Advisor
Adam Govani, CFP®
Senior Financial Advisor
Jason Yu, CFA
Equity Analyst
Charles Angle, CFP®
Financial Advisor
Michael Kon, CFA
Director of Research & Portfolio Manager
Matthew Gordon, CFA
Senior Equity Analyst & Portfolio Manager
Jack Zhao, CFA
Senior Equity Analyst
Ann Luong
Marketing Manager
Demia Edwards, FPQP®
Lead Client Service Specialist
Sneha Vaidya, FPQP®
Client Service Specialist
Ayse Pehlivan
Senior Portfolio Administrator and Fixed Income Trader
Roxanne Cardenas, IACCP®
Compliance Manager
Anthony Piquit
Business Operations Specialist & Portfolio Administrator
David Langhals, CFP®
Financial Advisor
William Lorne
Business Operations Specialist
Alex Leitzes
Principal
Gina McGhee, FPQP®
Financial Advisor Assistant
Emily Hazelroth, CFP®
Financial Advisor
Chintan Pabari
Associate Financial Advisor
Cindy Cutler
Finance and Systems Administrator
Benjamin Feiner, FPQP®
Client Service Specialist
Archana Turaga
Associate Financial Advisor
Tom Guinane
Principal
Brandy Savage
Principal
Carissa Yen, FPQP®
Associate Financial Advisor
Alisha Sinha
Business Development Associate
Abegail Cordero
Client Service Specialist
Daniel Spector-Franson, CFP®
Associate Financial Advisor
Michelle Wong
Workplace Experience Coordinator