Our Team
Advisors and specialists focused on relationship continuity
Our team combines investment perspective, planning depth, and attentive service across office locations.
Our team is organized by geography first so you can quickly find people by region and office.
Northeast
Offices and advisors serving this region.
Rochester, NY
Local advisors in Rochester, NY with coordinated firmwide planning support.
Guilford, CT
Local advisors in Guilford, CT with coordinated firmwide planning support.
Hanover, NH
Local advisors in Hanover, NH with coordinated firmwide planning support.
Keene, NH
Local advisors in Keene, NH with coordinated firmwide planning support.
Manhattan, NY
Local advisors in Manhattan, NY with coordinated firmwide planning support.
New Paltz, NY
Local advisors in New Paltz, NY with coordinated firmwide planning support.
Newburgh, NY
Local advisors in Newburgh, NY with coordinated firmwide planning support.
Nyack, NY
Local advisors in Nyack, NY with coordinated firmwide planning support.
Olean, NY
Local advisors in Olean, NY with coordinated firmwide planning support.
Skaneateles, NY
Local advisors in Skaneateles, NY with coordinated firmwide planning support.
Syracuse, NY
Local advisors in Syracuse, NY with coordinated firmwide planning support.
Williamsville, NY
Local advisors in Williamsville, NY with coordinated firmwide planning support.
South
Offices and advisors serving this region.
Fort Myers, FL
Local advisors in Fort Myers, FL with coordinated firmwide planning support.
Huntersville, NC
Local advisors in Huntersville, NC with coordinated firmwide planning support.
Raleigh, NC
Local advisors in Raleigh, NC with coordinated firmwide planning support.
Rockville, MD
Local advisors in Rockville, MD with coordinated firmwide planning support.
West
Offices and advisors serving this region.
Houston, TX
Local advisors in Houston, TX with coordinated firmwide planning support.
Webster, TX
Local advisors in Webster, TX with coordinated firmwide planning support.
Other
Offices and advisors serving this region.
Multiple Locations
Local advisors in Multiple Locations with coordinated firmwide planning support.
Connect with the right advisor
Tell us what you are navigating, and we will connect you with the appropriate team member.