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Our People

Denise Lavoie
Denise Lavoie

Client Service Associate

Ted Leasure
Ted Leasure

Managing Director

Christopher Leddy
Christopher Leddy

Senior Vice President

Jackson Lemberger
Jackson Lemberger

Associate, Investments

Tammie Lenzner
Tammie Lenzner

Senior Client Service Associate

Gloria Levorin, CFP®
Gloria Levorin, CFP®

Advisor Associate

Donna Levy
Donna Levy

Managing Director

Julie Lisischeff
Julie Lisischeff

Senior Vice President, Client Service Manager

Carolina Llano, CFP®
Carolina Llano, CFP®

Senior Vice President

DJ Loduha
DJ Loduha

Accounts Payable Coordinator

Angela  Loffredo
Angela Loffredo

Assistant Vice President, Client Service Manager

Marjorie Long
Marjorie Long

Client Service Associate

Sara Lubanski
Sara Lubanski

Advisor Associate

Sacha Lutchman
Sacha Lutchman

Assistant Vice President, Data Operations