Form CRS // NEWS // Operations Notice

Disclosures

We want you to understand these documents and answer any questions you may have. If you would like to receive a document in a larger font or would like to go through a document with someone verbally, please contact us.

how we work

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

who we are

Brett Bernstein CEO & Co-founder

Rob Kantor CIO & Co-founder

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

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

Caleb Long Wealth Advisor

Radley Ellenbogen, CFP® Associate Wealth Advisor

Ben Kollender Associate Wealth Advisor

Mary Abba Client Service Associate

Florence Bird Client Service Associate

Louis Blanc Client Service Associate

Susan Roach Client Service Associate

Sharon Cirillo Client Service Associate

Jayson Magro Client Service Associate

Gail Stanton Client Service Associate

Meredith Wade Client Service Associate

Vidya White Client Service Associate

Janine Gonzaga Operations Service Associate

Douglas Callan Senior Portfolio Manager

Stephen Clagett Director of Branch Operations

Amy Lytle Director of Client Services

Hannah Myers Director of Marketing

Kristian Price Director of Client Experience

Caite Stevens Chief Technology Officer

FULL TEAM

resources

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