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XML Wealth Insights: Employment Trends


 August 14th, 2020 | In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on “Employment Trends.” Have questions about ...

XML Financial Group Named to 2020 Financial Times 300 Top Registered Investment Advisers


July 30, 2020 – XML Financial Group is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top ...

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    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-Founder
    Curtis Congdon President
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Sr. Wealth Advisor, Partner
    Eric Wightman Sr. Wealth Advisor, Partner
    Robert Collins Co-CIO, Managing Director
    Jack May Sr. Wealth Advisor
    Lauren O’Brien Sr. Wealth Advisor
    David Margulies Sr. Wealth Advisor
    Noorjahan Enayat Sr. Wealth Advisor
    Beth Levine Sr. Wealth Advisor
    David Clark Vice President, Financial Advisor
    Jordan VanOort Vice President, Investments
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    John Sciuto Wealth Advisor
    Bob Abel Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Andrew Villafranca Portfolio Administrator
    Jayson Magro Client Service Associate
    Florence Bird Client Services Specialist
    Meredith Wade Client Services Specialist
    Stephen Clagett Vice President, Branch Manager
    Kristian Price Chief Operating Officer (Collins Investment Group)
    Pete Deoudes Director of Marketing | Financial Planner
    Radley Ellenbogen Associate Wealth Advisor
    Deborah Jalota Client Services Specialist


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