Meet the Team

MTWH Team Andy Morse

Andy Morse

Managing Director, Partner
MTWH Team Justin Towey, CIMA<sup>®</sup>

Justin Towey, CIMA®

Managing Director, Partner
MTWH Team Bob White, CFP<sup>®</sup>, ChFC<sup>®</sup>, CRPS<sup>®</sup>, CLU<sup>®</sup>, AIF<sup>®</sup>

Bob White, CFP®, ChFC®, CRPS®, CLU®, AIF®

Managing Director, Partner
MTWH Team Ken Hoffman, AIF<sup>®</sup>, C(K)P<sup>®</sup>

Ken Hoffman, AIF®, C(K)P®

Managing Director, Partner
MTWH Team Pamela Tang, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Pamela Tang, CLU®, ChFC®, CFP®

Managing Director, Partner
MTWH Team Zachary Pallis, CFP<sup>®</sup>

Zachary Pallis, CFP®

Director
MTWH Team Matthew Nardella, CFA<sup>®</sup>

Matthew Nardella, CFA®

Research Analyst
MTWH Team Ajay Singh, CFA<sup>®</sup>

Ajay Singh, CFA®

Research Analyst
MTWH Team Tara Balabushka

Tara Balabushka

Director, Client Service
MTWH Team Kat O’Connor

Kat O’Connor

Associate

Learn More About MTWH

Meet Our Team

300 Madison Ave, 29th Floor

New York, NY 10017

Phone: (212) 891-5060

Phone: (917) 286-2730

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