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Beliefs

Our Values, Our Service

 
You Deserve Excellence
We believe in servicing our client relationships at the highest level. Our commitment to you is for your client service team to bring our best tools and resources, communicate clearly and transparently, seek to simplify, proactively engage with you, and treat you like our family.
Focus on What Matters Most
You have spent your life saving and building wealth. What is it all for? What does it get you? We are the single point of contact to manage multiple facets of your financial life so that you get on living and focusing on what matters to you most.
Community Involvement with Impact
We believe in our responsibility and the opportunity to serve our communities. Many team members serve on various charitable and non-profit boards of directors, provide guidance to organizations, and devote their time to volunteering within the community. Here are a few of the organizations with whom we are proud to partner:

how we work

We’re here to help you make investments that align with your lifestyle.

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who we are

Brett Bernstein CEO & Co-founder
Rob Kantor CIO & Co-founder
Curtis Congdon President
Mark Samson Senior Partner
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Senior Wealth Advisor, Partner
Eric Wightman Senior Wealth Advisor, Partner
Shawna Bieda Senior Wealth Advisor
David Clark Senior Wealth Advisor
Noorjahan Enayat Senior Wealth Advisor
Beth Levine Senior Wealth Advisor
David Margulies Senior Wealth Advisor
Jack May Senior Wealth Advisor
Lauren O’Brien Senior Wealth Advisor
Jordan VanOort Senior Wealth Advisor
Sharon Abbey Wealth Advisor
Bob Abel Wealth Advisor
Sasha Kantarski Wealth Advisor and Director of Financial Planning
Steven Collins Wealth Advisor
Kevin Peters Wealth Advisor
John Sciuto Wealth Advisor
Jennifer Telesca Wealth Advisor
Nicole Treiber Wealth Advisor
Caleb Long Wealth Advisor
Radley Ellenbogen Associate Wealth Advisor
Mary Abba Client Service Associate
Florence Bird Client Service Associate
Louis Blanc Client Service Associate
Carolyn Brescia Client Service Associate
Sharon Cirillo Client Service Associate
Jayson Magro Client Service Associate
Gail Stanton Client Service Associate
Meredith Wade Client Service Associate
Vidya White Client Service Associate
Douglas Callan Senior Portfolio Manager
Stephen Clagett Director of Branch Operations
Amy Lytle Director of Client Services
Kristian Price Director of Client Experience
Caite Stevens Chief Technology Officer
FULL TEAM

resources

Podcasts, articles, financial news and more!

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