Partners
Partner and Financial Advisor
Partner and Financial Advisor
Managing Partner and Financial Advisor
Partner and Financial Advisor
Partner and Financial Advisor
Managing Partner and Financial Advisor
Steve Kutlenios, CFP®, CFA, CCFS®
Partner and Financial Advisor
Partner and Financial Advisor
Partner and Financial Advisor
Partner and Financial Advisor
Financial Advisors
Partner and Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Partner and Financial Advisor
Managing Partner and Financial Advisor
Partner and Financial Advisor
Partner and Financial Advisor
Financial Advisor
Financial Advisor
Managing Partner and Financial Advisor
Steve Kutlenios, CFP®, CFA, CCFS®
Partner and Financial Advisor
Partner and Financial Advisor
Financial Advisor
Financial Advisor
Partner and Financial Advisor
Financial Advisor
Partner and Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Asset Management
Chief Investment Officer
Investment Advisor
Investment Research
Investment Research
Chief Investment Officer
Dir. of Alternative Investment Research
Investment Advisor
Firm Management
Megan Fineburg
Director of Human Resources
Chief Investment Officer
Stephen Hawbaker
Chief Financial Officer and Chief Compliance Officer
Joseph Marstellar
Director of Advisor Services
Jacqueline Thacik
Vice President of Operations