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Team
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Executive Team
Private Client Team
Institutional Team
Research
Marketing
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Executive Team
Private Client Team
Institutional Team
Research
Marketing
Operations
Abby Kheri
Operations Associate
Matthew Krause
Financial Planner
Tyler Krow
Technology Associate
Shayna Lebowitz
Financial Planning Manager
Derek Lesnak
Associate Investment Consultant and Senior Investment Analyst of Research
Josh Luberda
Associate Investment Consultant
Ashley Magnani
Client Service Associate
Aaron Mendelson
Institutional Business Development Associate
Heather McQueen
Senior Client Service Associate
Rachel Milburn
Client Service Associate
David Montague
Financial Planning Associate
Isabel Moore
Senior Client Service Associate
Anita Nagdev
Tax Manager
David Odiorne
Senior Financial Planner
Stefan Patchan
Senior Portfolio Manager and Investment Analyst of Research
Ariadne Pojedinec
Financial Planning Associate
Thomas Pudner
Co-Chief Investment Officer and Co-Director of Research
Michele Pryor
Institutional Client Service Specialist
Shaye Pryor
Portfolio Manager
Robin Pylypko
Director of Administration
Sofia Verzino Reedy
RFP Manager and Marketing Specialist
Sharon Rickett
Operations Associate
Eric Rife
Financial Planner
Ayveel Robinson
Senior Portfolio Manager
Mike Roethel
Corporate Controller
Chris Schreiner
Co-Chief Executive Officer
Randon Tagg
Senior Financial Planner
Mary Ellen Schuler-Brand
Director of Operations
William Thorpe
Chief Marketing and Development Officer
John Walker
Receptionist
Amanda Warrington
Process Improvement Manager
Norma Winning
Institutional Client Service Specialist
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
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Insights
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Charles Schwab Client Portal
Pershing Client Portal
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