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 Chelekhov
Wealth Advisor
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
Sharon Cirillo
Client Service Associate
Injy Ibrahim
Client Service Associate
Deborah Jalota
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
Client Service Manager
Kristian Price
Director of Client Experience