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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
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
Caite Stevens Chief Technology Officer


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