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Podcasts

Common Sense Investing Show

Common Sense Investing · Bouncing Around (09-22-2021)

Common Sense Investing · Becoming A Better Investor (09-08-2021)

Common Sense Investing · Lighting The Candle (08-25-2021)

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Common Sense Investing · What’s Warren Buffet Buying? (08-11-2021)

Common Sense Investing · Super Flipper 360 (07-28-2021)

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Common Sense Investing · Focus On The Payors (07-14-2021)

Common Sense Investing · Financial Independence (06-30-2021)

Common Sense Investing · Selling The Invisible (06-17-2021)

Common Sense Investing · Broken Record (06-02-2021)

Common Sense Investing · More Volatility To Come (05-19-2021)

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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

Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness

Jason Klopman Sr. Wealth Advisor, Partner

Eric Wightman Sr. Wealth Advisor, Partner

Robert Collins Co-CIO, Managing Director

Jack May Sr. Wealth Advisor

Lauren O’Brien Sr. Wealth Advisor

David Margulies Sr. Wealth Advisor

Noorjahan Enayat Sr. Wealth Advisor

Beth Levine Sr. Wealth Advisor

David Clark Vice President, Financial Advisor

Jordan VanOort Vice President, Investments

Kevin Peters Wealth Advisor

Steven Collins Wealth Advisor

Sharon Abbey Wealth Advisor

Sasha Chelekhov Wealth Advisor

Bob Abel Wealth Advisor

John Sciuto Wealth Advisor

Nicole Treiber Assoc. Wealth Advisor, Client Service Associate

Andrew Villafranca Portfolio Administrator

Jayson Magro Client Service Associate

Florence Bird Client Services Specialist

Meredith Wade Client Services Specialist

Stephen Claggett Vice President, Branch Manager

Kristian Price Chief Operating Officer

Pete Deoudes Director of Marketing | Financial Planner

Radley Ellenbogen Operations Associate

FULL TEAM

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