Matt Allain
Chief Executive Officer
Jessica Cutrera, TEP
President
Eric Katz, CFP®, TEP
Chief Wealth Management 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
Thomas Y. Lu
Managing Director, Tokyo Office
Ham Cheong
Tax Director
Jonathan Berry
Tax Director
Christos Charalambous, CFA
Investment Director, Americas
Jason Gibbons, CFA
Investment Director, Asia
Charlie Duryee
Senior Wealth Associate
Coco Fang
Junior Portfolio Manager
Helen Fung
Associate Director of Operations
Ryan Gaynor
Senior Wealth Associate
Diana Ruales-Calle
Senior Tax Associate
David Stoneback
Senior Tax Associate
Hoi Yee Wong
Senior Wealth Associate
Georgia Linforth
Senior Wealth Associate
Amber Veronique
Senior Wealth Associate
Jingwen Hartman
Wealth Associate
Charles McKenzie, CFP®
Portfolio Associate
Chelsea Xu
Wealth Associate
Queenie Wong
Wealth Associate
Jack Farrar
Junior Associate
Michael Chan
Junior Associate
Eileen Pang
Finance Director
Jennifer Polanco
Finance Director
Kelley Tally
Managing Director, Operations
Gloria Ngan
Accounting Associate
Tali Deutsch
Tax Associate
Tori Robertson
Accounting Associate
Celia Lam
Senior Wealth Operations Associate
Kimberly Wong
Office Administrator
Kelsey Lopez
Global Project Manager