Brett Bernstein
CEO & Co-founder
Rob Kantor
Co-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 (Collins Investment Group)
Pete Deoudes
Director of Marketing | Financial Planner
Radley Ellenbogen
Associate Wealth Advisor
Deborah Jalota
Client Services Specialist