Home / Who We Are / Our Team

Matt Allain

Chief Executive Officer

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Harmen Overdijk, CFA

Chief Investment Officer

Jon Rustin

Chief Financial Officer

Stephen Tally

Chief Operating Officer

Michael Bohlinger

Managing Director

Travis Crowell

Managing Director

David Donato

Managing Director, Insurance Solutions

Kenneth Dugan, CFP®

Managing Director

Erica M. Espinal

Managing Director, Tax

Aleksey Mironenko

Managing Director, Head of Investment Solutions

Dan Moore

Managing Director, Insurance Solutions

Todd Pallett

Managing Director

Ray Pinson, CFP®, CPA

Managing Director

Kevin Roche

Managing Director

Peter Savva

Managing Director

William D. Schultz

Managing Director

Thomas Y. Lu

Managing Director, Tokyo Office

Ham Cheong

Tax Director

Jonathan Berry

Tax Director

Christos Charalambous, CFA

Investment Director, Americas

Jason Gibbons, CFA

Investment Director, Asia

Charlie Duryee

Senior Wealth Associate

Coco Fang

Junior Portfolio Manager

Ryan Gaynor

Senior Wealth Associate

Diana Ruales-Calle

Senior Tax Associate

David Stoneback

Senior Tax Associate

Hoi Yee Wong

Team Lead

Georgia Linforth

Senior Wealth Associate

Amber Veronique

Senior Wealth Associate

Jingwen Hartman

Wealth Associate

Charles McKenzie, CFP®

Portfolio Associate

Chelsea Xu

Wealth Associate

Jack Farrar

Junior Associate

Michael Chan

Junior Associate

Eileen Pang

Finance Director

Jennifer Polanco

Finance Director

Kelley Tally

Managing Director, Operations

Stephanie Clasper

Associate Director of Operations

Helen Fung

Associate Director of Operations

Gloria Ngan

Accounting Associate

Tali Deutsch

Tax Associate

Tori Robertson

Accounting Associate

Kimberly Wong

Office Administrator

Kelsey Lopez

Global Project Manager

Stephanie Farese

Wealth Associate

Audrey Strano​​

Office Administrator