Planning

CFP®, AIF®, CIMA®, CPWA®

Senior Planner, Managing Partner

CFP®, CPWA®, CFA®, CAIA®

Planner

CFP®, ChFC®, CWS®, CRPC, AAMS

Planner

Senior Consultant,Family Office Services

CFP®

Senior Planner, Signature Services

Investment, Research and Technology

Technology and Performance Reporting

Research Analyst

Technology and Systems

Technology and Systems

Operations Associate/Trading

Compliance & Operations

Managing Partner, Chief Operating Officer, Chief Compliance Officer

CFP®

Director of Operations

Service

FPQP®, CRPC

Client Service Manager

Client Service Manager

Client Service Manager

Client Service Manager

Client Service Manager

Support

Marketing Coordinator

Director of Marketing