Client AdvisorsClient ServiceInsuranceInvestmentsManagementOperationsTax Northeast USSouth Central USHong KongJapanSingapore Jessica Cutrera, TEP President Harmen Overdijk, CFA Chief Investment Officer Matthew Allain Chief Executive Officer Eric Katz, CFP®, TEP Chief Wealth Management Officer Jon Rustin Chief Financial Officer Stephen Tally Chief Operating Officer Thomas Y. Lu, CFP® Global Head of Tax