Our Team

Filter Team

Barbara Joyce

Senior Financial Planning Associate and Portfolio Manager

Sharon Kampner

Senior Wealth Advisor

Lee Kapnisi

Senior Wealth Advisor

Brian Kelley

Managing Director

Peter Kokolus

Senior Investment Consultant

Matthew Krause

Wealth Advisor

Tyler Krow

Technology Associate

Shayna Lebowitz

Senior Financial Planning Associate and Financial Planning Associate Manager

Derek Lesnak

Associate Investment Consultant and Senior Investment Analyst of Research

Josh Luberda

Associate Investment Consultant

Ashley Magnani

Client Service Associate

Heather McQueen

Senior Client Service Associate
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