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XML Completes Merger with Samson Wealth Management Group

07/21/22

We are glad to report that we have completed our merger with Pennsylvania-based Samson Wealth Management. This strategic decision will dramatically expand our Mid-Atlantic footprint and allow us to put even more resources into the hands of our clients.
Read more about the merger:
Financial Advisor IQ: https://hubs.ly/Q01gCbf70
Private Banker International: https://hubs.ly/Q01gCjSk0

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    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
    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
    Caleb Long Wealth Advisor
    Radley Ellenbogen Associate Wealth Advisor
    Mary Abba Client Service Associate
    Florence Bird Client Service Associate
    Louis Blanc Client Service Associate
    Carolyn Brescia 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
    Douglas Callan Senior Portfolio Manager
    Stephen Clagett Director of Branch Operations
    Amy Lytle Director of Client Services
    Kristian Price Director of Client Experience
    Caite Stevens Chief Technology Officer
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