Andy Morse
Managing Director, Partner
Justin Towey, CIMA®
Managing Director, Partner
Bob White, CFP®, ChFC®, CRPS®, CLU®, AIF®
Managing Director, Partner
Ken Hoffman, AIF®, C(K)P®
Managing Director, Partner
Pamela Tang, CLU®, ChFC®, CFP®
Managing Director, Partner
Zachary Pallis, CFP®
Director
Matthew Nardella, CFA®
Research Analyst
Ajay Singh, CFA®
Research Analyst
Tara Balabushka
Director, Client Services
Kat O’Connor
Associate, Wealth Services
Sarah Lopez, CFP®
Associate, Wealth Services
Matt Misson
Associate, Client Services
300 Madison Ave, 29th Floor
New York, NY 10017
Phone: (917) 286-2730
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