Brett Bernstein
CEO & Co-founder
Rob Kantor
Co-CIO & Co-Founder
Robert Collins
Co-CIO, Managing Director
Curtis Congdon
President
Michelle Cooper
Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman
Senior Wealth Advisor, Partner
Eric Wightman
Senior Wealth Advisor, Partner
David Clark
Senior Wealth Advisor
Jordan VanOort
Senior Wealth Advisor
Shawna Bieda
Senior Wealth Advisor
Noorjahan Enayat
Senior Wealth Advisor
Kevin Peters
Wealth Advisor
John Sciuto
Wealth Advisor
Andrew Villafranca
Wealth Advisor
Bob Abel
Wealth Advisor
Radley Ellenbogen
Associate Wealth Advisor
Caleb Long
Associate Wealth Advisor
Florence Bird
Client Service Associate
Injy Ibrahim
Client Service Associate
Deborah Jalota
Client Service Associate
Meredith Wade
Client Service Associate
Steven Collins
Wealth Advisor
Kristian Price
Director of Client Experience
Pete Deoudes
Director of Marketing
Gail Stanton
Client Service Associate
Mark Samson
Senior Partner
Jack May
Senior Wealth Advisor
Lauren O’Brien
Senior Wealth Advisor
David Margulies
Senior Wealth Advisor
Beth Levine
Senior Wealth Advisor
Sharon Abbey
Wealth Advisor
Sasha Chelekhov
Wealth Advisor
Nicole Treiber
Wealth Advisor
Douglas Callan
Senior Portfolio Manager
Jennifer Telesca
Wealth Advisor
Amy Lytle
Client Service Manager
Jayson Magro
Client Service Associate
Sharon Cirillo
Client Service Associate
Mary Abba
Client Service Associate
Stephen Clagett
Director of Branch Operations