Client AdvisorsClient ServiceInsuranceInvestmentsManagementOperationsTax Northeast USSouth Central USHong KongJapanSingapore 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 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 Charlie Duryee Associate Director Ryan Gaynor Senior Wealth Associate Diana Ruales-Calle Tax Manager David Stoneback Tax Manager Cynthia Vogt Tax Consultant Jennifer Polanco Finance Director Helen Fung Associate Director of Operations Tali Deutsch Tax Associate Ashley Cabral Wealth Associate Stephanie Farese Wealth Associate Audrey Strano Office Administrator
