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Team
Zach Pinto, AFIM®
Senior Relationship Manager
JT Bell
Portfolio Analyst and Fixed Income Trader
Yash Rane
Client Portfolio Analyst
John Meyer
Senior Equity Trader
Austin Spencer
Senior Relationship Manager
Frank Barr
Relationship Manager
Michael Catanzariti
Equity Trader
Kevin Burns
Relationship Manager
Joshua Reichenbach
Relationship Manager
Bryan Combs
Associate Relationship Manager
Joseph Coopersmith
Associate Relationship Manager
Richard Glikes
Associate Relationship Manager
Patrick Schoenberger
Associate Relationship Manager
Laraib Fatima
Associate Client Portfolio Analyst
Fran Hatton
Senior Sales Coordinator
Colin McKeever
Associate Client Portfolio Analyst
Krissy Millar
Senior Sales Coordinator
Sophie Croce
Sales Coordinator: Platform
Connor Fife
Associate Client Portfolio Analyst
Kristina Vitelli
Client Portfolio Management Coordinator