Monica McCarthyCFA®, CDFA®, CPWA®, CEPA®Chief Executive Officer Andrew Litzerman CFA®, CMT®, CPWA®Chief Investment Officer Christian (Chrissy) SullivanCTFA, CFP®, CDFA®, CEPA®Director of Wealth Planning Laurie BarrettDirector of Client Success Donald Nelson IACCP®Director of Operations and Chief Compliance Officer Suzanne RussoFPQP®Investment Services Manager Chloe McCarthyCo-Chief Morale Officer Chloe LitzermanCo-Chief Morale OfficerIn Memoriam
