Associates
-
James P Murray
Managing Principal
Senior Portfolio Manager
Masters in Business Administration -
Larry A. Bernstein
Senior Vice President
Senior Portfolio Manager -
Brett Goldberg
Senior Vice President
Senior Portfolio Manager -
Michael J. Kazmer, CFP®
Senior Vice President
Senior Portfolio Manager -
Wesley Wong
Senior Vice President
Senior Portfolio Manager -
Abby E. Goldstein, CFP®
Principal
Portfolio Manager -
Sarah Levi-Sickman
Client Service Associate
-
Claire Trentacosta
Client Services Associate
