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

08/05/20

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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    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 Co-CIO & Co-Founder
    Curtis Congdon President
    Mark Samson Senior Partner
    Robert Collins Co-CIO, Managing Director
    Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
    Jason Klopman Senior Wealth Advisor, Partner
    Eric Wightman Senior Wealth Advisor, Partner
    Jack May Senior Wealth Advisor
    Lauren O’Brien Senior Wealth Advisor
    David Margulies Senior Wealth Advisor
    Noorjahan Enayat Senior Wealth Advisor
    Beth Levine Senior Wealth Advisor
    David Clark Senior Wealth Advisor
    Jordan VanOort Senior Wealth Advisor
    Shawna Bieda Senior Wealth Advisor
    Kevin Peters Wealth Advisor
    Steven Collins Wealth Advisor
    Sharon Abbey Wealth Advisor
    Sasha Chelekhov Wealth Advisor
    John Sciuto Wealth Advisor
    Bob Abel Wealth Advisor
    Andrew Villafranca Wealth Advisor
    Nicole Treiber Assoc. Wealth Advisor, Client Service Associate
    Radley Ellenbogen Associate Wealth Advisor
    Douglas Callan Senior Portfolio Manager
    Jennifer Telesca Wealth Advisor
    Amy Lytle Client Service Manager
    Jayson Magro Client Service Associate
    Florence Bird Client Service Associate
    Meredith Wade Client Service Associate
    Gail Stanton Client Service Associate
    Deborah Jalota Client Service Associate
    Injy Ibrahim Client Service Associate
    Sharon Cirillo Client Service Associate
    Mary Abba Client Service Associate
    Stephen Clagett Director of Branch Operations
    Kristian Price Director of Client Experience
    Pete Deoudes Director of Marketing
    FULL TEAM

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