Associates

• Michelle Jakubowska

  Marketing Client Associate

• Maral Sahagian

  Technology and Logistics Manager

• Yanbin Lin-Sim

  Registered Client Services Manager

• Alex Tirso, CFP^®, CIMA^®, CRPC^®

  Wealth Advisor

• Ritu Bhayana

  Wealth Advisor

• Russell Meccia

  Wealth Advisor

• David S. Puccia

  Vice President

• Peter T. Gordinier

  Director

• James G. Sahagian, CFP^®, MBA

  Managing Director