Investing Leaders and Relationship Managers
Michael Salimbene
Executive Managing Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
Anthony D'Ambrosio
Executive Managing Director, Partner
Wealth Advisor - Senior PIM Portfolio Manager
John Pasacreta
Executive Managing Director, Partner
Paolo Thompson, CFP®
Executive Managing Director, Partner
David Squire, CFP®
Managing Partner
Jason Hoofnagle
Managing Partner
Mark Elliott, CFP®
Executive Managing Director, Partner
Scott Friedman, CFP®
Executive Managing Director, Partner
Darren Dawson, CFP®
Executive Managing Director, Partner
John Kent
Executive Managing Director, Partner
Sheila Spicehandler
Senior Vice President
John Rotando
Executive Managing Director, Partner
Tom Hargrove
Managing Partner
Jonathan Nuzzaci
Executive Director – Investments
David C. Belport, MBA, CIMA®
Managing Director - Investments Senior PIM Portfolio Manager
Steven Belport
Senior Vice President - Investments
Dan Dodderidge, RICP®
Executive Vice President – Investments
Chris Offner
Managing Partner
Zachary Hoyle
Managing Partner
Ted Youngling
Executive Vice President – Investments
Larry Baker
Senior Vice President
Dee Lawrence
Executive Vice President – Investments
Andrew Pillarella
Vice President - Investments
Roberta Anderson, CFP®
Vice President - Investments
John Henry Kent
Vice President
Alex Mills
Vice President, Head of Operations
Rob Schaefer, CFP®
Senior Wealth Planning Strategist
Kate Welch
Wealth Strategist
Michelle D'Ambrosio
Senior Associate, Team Administrator
Kimberly Benko
Operations Manager
Nancy Meade
Senior Associate
Sandra Kapfer
Senior Associate
Jared Mitchell
Senior Associate
Melinda LaPert
Registered Operations Manager
Ana Johns
Operations Manager
Samantha Belport
Senior Associate
Michael Hardy
Senior Associate
Jenna Signorile
Senior Associate
Christopher B. Smith
Client Associate
Jose Mercy
Senior Associate