Our Team
Your guide through uncharted waters
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Jenny Antosh, CFA
Senior Associate, Relationship Manager
Barathi Aravindan
Associate, Relationship Manager
Amy Mikan Barrett
Associate, Client Service Manager
Victor Batista
Associate, Client Service Manager
Ciarra Bays
Associate, Relationship Manager
Greg Blake
Partner
Ryan Ferrell
Senior Associate, Relationship Manager
Peter Halbrook, CFP®
Vice President, Wealth Advisor
Megan Hayden, CFP®
Senior Associate, Relationship Manager
Meredith A. McCall
Associate, Relationship Manager
Gregory Powers, CFP®, ChFC®, CIMA
Managing Director
Jonathan Rosner
Vice President, Wealth Advisor
Howard Rothman, CEPA®
Managing Director
Andrew Schiff, JD
Partner
Jake Schoenfeld, CPA
Associate, Relationship Manager
Will Sterling
Partner
Deatra Vailes
Partner