Planning
CFP®, AIF®, CIMA®, CPWA®
Senior Planner, Managing Partner
CFP®
President, Planner
CFP®, CPWA®, CFA®, CAIA®
Director of Planning, Signature Services
Planner
Senior Planner, Signature Services
CFP®, ChFC®, CWS®, CRPC, AAMS
FPQP®, CRPC
Paraplanner
Director, Family Office Services
Investment, Research and Technology
CFP®, CFA®
Senior Research Analyst
Investment Analyst
Compliance & Operations
Platform Operations Specialist
Chief Operations Officer, Chief Compliance Officer
Client Experience Coordinator
Service
Senior Client Service Manager
Client Service Manager, Signature Services
Director of Client Service, Signature Services
Client Service Manager
