Matt Allain
Chief Executive Officer
Jessica Cutrera, TEP
President
Eric Katz, CFP®, TEP
Chief Strategy Officer
Harmen Overdijk, CFA
Chief Investment Officer
Jon Rustin
Chief Financial Officer
Stephen Tally
Chief Operating Officer
Michael Bohlinger
Managing Director
Travis Crowell
Managing Director
David Donato
Managing Director, Insurance Solutions
Kenneth Dugan, CFP®
Managing Director
Erica M. Espinal
Managing Director, Tax
Aleksey Mironenko
Managing Director, Head of Investment Solutions
Dan Moore
Managing Director, Insurance Solutions
Todd Pallett
Managing Director
Ray Pinson, CFP®, CPA
Managing Director
Peter Savva
Managing Director
William D. Schultz
Managing Director
Mei Shu
Managing Director
Christos Charalambous
Investment Director, Americas
Holly Lai
Associate Director
Toni Leach, CFP®
Associate Director
Charlie Duryee
Senior Wealth Associate
Coco Fang
Junior Portfolio Manager
Helen Fung
Senior Wealth Associate
Ryan Gaynor
Senior Wealth Associate
Diana Ruales-Calle
Senior Tax Associate
Ryan Servan
Senior Tax Associate
David Stoneback
Senior Tax Associate
Hoi Yee Wong
Senior Wealth Associate
Jingwen Hartman
Wealth Associate
Georgia Linforth
Senior Wealth Associate
Charles McKenzie, CFP®
Portfolio Associate
Amber Veronique
Senior Wealth Associate
Queenie Wong
Wealth Associate
Jack Farrar
Junior Associate
Eileen Pang
Finance Director
Jennifer Polanco
Finance Director
Kelley Tally
Operations Director
Gloria Ngan
Accounting Associate
Tali Deutsch
Executive Assistant
Tori Robertson
Operations Manager