Form CRS // NEWS // Operations Notice
Contact-banner
post img

XML Financial Group Named Official Wealth Management Sponsor of Hoop Culture Capital Classic

02/18/23

We are excited to announce our sponsorship of this year’s Hoop Culture Capital Classic
presented by Events DC, the nation’s most legendary high school All-American game, on April 29, along with Hoop Culture Inc and LootMogul. This is the 50th anniversary of the Capital Classic, “The Game That Started It All. As a sponsor, “we want to be the wealth management resource to help guide these talented individuals as they approach next-level financial opportunities,” says CEO and Co-Founder Brett Bernstein.
For more information, visit:

    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
    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
    Sasha Kantarski Wealth Advisor and Director of Financial Planning
    Steven Collins Wealth Advisor
    Kevin Peters Wealth Advisor
    John Sciuto Wealth Advisor
    Jennifer Telesca Wealth Advisor
    Nicole Treiber Wealth Advisor
    Caleb Long Wealth Advisor
    Radley Ellenbogen Associate Wealth Advisor
    Mary Abba Client Service Associate
    Florence Bird Client Service Associate
    Louis Blanc Client Service Associate
    Carolyn Brescia Client Service Associate
    Sharon Cirillo Client Service Associate
    Jayson Magro Client Service Associate
    Gail Stanton Client Service Associate
    Meredith Wade Client Service Associate
    Vidya White Client Service Associate
    Douglas Callan Senior Portfolio Manager
    Stephen Clagett Director of Branch Operations
    Amy Lytle Director of Client Services
    Hannah Myers Director of Marketing
    Kristian Price Director of Client Experience
    Caite Stevens Chief Technology Officer
    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