Home / Northeast US

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, CFP®

Associate Director

Helen Fung

Associate Director of Operations

Ryan Gaynor

Associate Director

Diana Ruales-Calle

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

Miles Savitz

Investment Associate

Audrey Strano​​

Office Administrator