Client AdvisorsClient ServiceInsuranceInvestmentsManagementOperationsTax Northeast USSouth Central USHong KongJapanSingapore Matthew 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 Head of Tax - U.S. Dan Moore Managing Director, Insurance Solutions Kevin Roche Managing Director Peter Savva Managing Director Christos Charalambous, CFA Investment Director, Americas Jennifer Polanco Finance Director Cynthia Vogt Tax Consultant Charlie Duryee Associate Director Helen Fung Associate Director of Operations Ryan Gaynor Senior Wealth Associate Diana Ruales-Calle Tax Manager David Stoneback, CPA Tax Manager Ashley Cabral Wealth Associate Tali Deutsch Tax Associate Stephanie Farese Wealth Associate Lindsey Gonzalez Insurance Associate Jenny Malla Tax Associate Kanwalpreet Sandhu Tax Associate Audrey Strano Office Administrator
