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Communities

Our clients are not clones.

Look at our clients and you’ll see people from many different communities. Our work is customized to meet each of you where you are now, and help you get to where you want to be.

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
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
Caleb Long Associate
Stephen Clagett Director of Branch Operations
Kristian Price Director of Client Experience
Pete Deoudes Director of Marketing
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