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
Managing Director, Tax
Dan Moore
Managing Director, Insurance Solutions
Peter Savva
Managing Director
Christos Charalambous, CFA
Investment Director, Americas
Charlie Duryee
Senior Wealth Associate
Helen Fung
Associate Director of Operations
Ryan Gaynor
Senior Wealth Associate
Diana Ruales-Calle
Senior Tax Associate
David Stoneback
Senior Tax Associate
Jingwen Hartman
Wealth Associate
Jennifer Polanco
Finance Director
Tali Deutsch
Tax Associate