NEWS // Operations Notice


Common Sense Investing Show

XML CEO and Co-Founder Brett Bernstein appeared as a guest on The RIA Podcast hosted by Seth Greene to discuss the history and growth of XML Financial Group. In the episode, Brett shares his journey to becoming an entrepreneur and provides insight into growing a company. Listen to the full episode:

Michelle recently joined She Is It for their weekly series titled Life Unscripted. She Is It is a group of trailblazing women who are changing how life after 50 is experienced. Watch the discussion here.

Michelle recently spoke with the Fem Word and appeared on one of DC’s Top 5 must listen to female-produced podcasts, the Fem Word. The Fem Word sat down with Michelle to discuss the topic of women’s financial health and much more. Read the interview here.

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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 Chelekhov Wealth Advisor
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


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