NEWS // Operations Notice
Contact-banner

Podcasts

Common Sense Investing Show

View Podcast disclosures

how we work

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

learn How

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
John Sciuto Wealth Advisor
Bob Abel 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 Clagett Vice President, Branch Manager
Kristian Price Chief Operating Officer
Pete Deoudes Director of Marketing | Financial Planner
Radley Ellenbogen Operations Associate
Annie Hall Client Service Associate
Deborah Jalota Client Services Specialist
FULL TEAM

resources

Podcasts, articles, financial news and more!

learn More

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk