Form CRS // NEWS // Operations Notice
Contact-banner

Our Blog

XML Wealth Insights: Employment Trends

08/19/20

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

    how we work

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

    learn How

    who we are

    Brett Bernstein CEO & Co-founder
    Rob Kantor Co-CIO & Co-founder
    Robert Collins Co-CIO, Managing Director
    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
    Andrew Villafranca Wealth Advisor
    Radley Ellenbogen Associate Wealth Advisor
    Caleb Long Associate Wealth Advisor
    Mary Abba Client Service Associate
    Florence Bird Client Service Associate
    Carolyn Brescia Client Service Associate
    Sharon Cirillo Client Service Associate
    Injy Ibrahim Client Service Associate
    Jayson Magro Client Service Associate
    Gail Stanton Client Service Associate
    Meredith Wade Client Service Associate
    Douglas Callan Senior Portfolio Manager
    Stephen Clagett Director of Branch Operations
    Pete Deoudes Director of Marketing
    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!

    learn More

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk