Home / Northeast US

Matt Allain

Chief Executive Officer

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Jon Rustin

Chief Financial Officer

Michael Bohlinger

Managing Director

David Donato

Managing Director, Insurance Solutions

Kenneth Dugan, CFP®

Managing Director

Erica M. Espinal

Managing Director, Tax

Cynthia Vogt

Tax Consultant

Dan Moore

Managing Director, Insurance Solutions

Kevin Roche

Managing Director

Peter Savva

Managing Director

Christos Charalambous, CFA

Investment Director, Americas

Charlie Duryee

Senior Wealth Associate

Ryan Gaynor

Senior Wealth Associate

Diana Ruales-Calle

Senior Tax Associate

David Stoneback

Senior Tax Associate

Jennifer Polanco

Finance Director

Helen Fung

Associate Director of Operations

Tali Deutsch

Tax Associate

Stephanie Farese

Wealth Associate

Audrey Strano​​

Office Administrator