Rich P. Bursek
PRESIDENT & PARTNER
Service is our mantra
Never being satisfied is what drives us
Kara S. Boccella
PARTNER
Mark H. Udis
PARTNER
Jayson J. Brown, CFP®
PARTNER
Daniel J. Lee
Partner, Chief Revenue Officer & Wealth Advisor
Carter Mecham, CMA®, IACCP®
Chief Financial Officer & Chief Compliance Officer
Dylan E. Kremer
Chief Investment Officer
Rita F. Soto, CPA
Family Office Managing Director
Constantine S. Hatzivassiliou
Managing Director
Mariia Eroshin, CFA, CPA, CFP®, MBA
Managing Director, Family Office, Foundations & Endowments
Graham K. Mandl
Managing Director
Devon M. Galindo, CFP®, AIF®, ChFC®
Senior Director
Amanda Courtney
Senior Director
Chloe Huang
Senior Director
Michelle L. MacDonald
Senior Director
Alina Scally
Director of Finance
Alicia C. Kelly
Director of Corporate Development
Booth A. Boughan
Director
Christopher J. Blassick, CFP®
Director
Michael D. Nunnally, CFP®
Director
Lauren DiCola
Director of Investments & Market Research
Laura Halay
Director
Rebecca K. Shaw, CFP®
Director
Mark P. Purcell
Director
Cameron V. Doty, CFP®
Director
Laura E. Lemoine, CFP®
Director
Jean G. Gibson
Family Office Bookkeeper
Angelina R. LaRocca, CPA
Family Office Senior Accountant
Natashia L. Rogers
Associate Director
Kevin W. Byrne
Associate Director
Holly M. Workman
Associate Director
Sam E. Biscaro
Associate Director & Wealth Advisor
Linh Tran
Associate Director of Business Development
Alexis L. Hellberg
Associate Director of Marketing
Sonia Hamilton
Associate Director of Marketing Strategy
Erin Reilly
Associate Director of Financial Reporting
Harrison Page
Associate Director of Alternative Investments
Manuel Cukaj
Associate of Data Analytics & Investments
Anna Yu
Associate