Rethinking relationships.

Our experienced and dedicated advisors focus on you, your family and your future. Working in concert with our advisors, our team of managing partners brings decades of institutional investment experience, a broad and deep network of relationships, and informed perspectives. This powerful combination enables us to deliver a client experience far beyond the ordinary.

Managing Partners

Robert Brown

Managing Partner

Matt Fassnacht

Managing Partner

Brian Gorczynski

Managing Partner

Jacob Grossman

Managing Partner

Duncan Niederauer

Managing Partner

Richard Swift

Managing Partner

TRANSCENDENT VALUE: The Differentiation of Our Managing Partners

Our Team

Cheryl Andrew

Senior Associate

Carrie Angott

Senior Associate

Russell Babiarz

Wealth Advisor

Robert Bezzone

Partner, Wealth Advisor

Matthew Borriello

Wealth Advisor

Robert Bragoli

Partner, Chief Compliance Officer

Glen Bushery

Partner, Chief Financial Officer

William Buttner

Operations and Compliance Associate

Ector Cabetas

Director, Technology

Alexandria Causley

Operations Specialist

Richard Davis

Partner, Wealth Advisor

Marina DiTommaso

Senior Associate

Matthew Harbarcuk

Director

Laura Hartnett

Wealth Analyst

Sandra Jengo

Operations Specialist

Hoa Le

Senior Associate

Mark Lichtenfeld

Partner, Wealth Advisor

Amy MacIsaac

Senior Associate

Rick McRae

Vice President,
Corporate Development

Maria Millner

Partner, Head of Operations

Geri Mira

Senior Associate

Andrew Moss

Partner, Wealth Advisor

Emily Nikoloudis

Senior Associate

Jeffrey Pierce

Client Associate

Michael Saul

Partner, Wealth Advisor

Eric Schwartz

Partner, Wealth Advisor

Leigh Shannon

Senior Associate

Richard Spinner

Partner, Wealth Advisor

Nicholas Swider

Vice President, Finance

Bradford Vannelli

Partner, Wealth Advisor