Our People
John-David Kirby
Family Office Accountant
Matthew Kleiman, J.D.
Advisor Associate
Sasha Knapp
Client Service Associate
Myka Koenen, CFP®
Vice President
Martha Kolbow
Assistant Vice President, Client Service Manager
Kevin Kosgard
Senior Vice President
John Kovacs
Managing Director
Iana Kozlenko
Human Resources Manager
Teddy Kramer
Advisor Associate
Sonia Kraus, FPQP™
Senior Advisor Associate
Richard Krivonozka
SVP, Data Management
Matthew Krueger
Advisor Associate
Joy Kuvareewong
Assistant Vice President
Mike LaMena, AIF®
Chief Executive Officer
Allaire Langdon, CFP®
Senior Vice President
Bruce Laning, CFA®
Managing Director