Our People
Yadeiri Luzon
Associate, Onboarding Specialist
Patrick Lynch
Associate, Data Operations
Andrew Macaleer, CFA®
Senior Vice President
Kimberly Magaha, CFP®, AIF®
Managing Director
Jakub Malecki
Associate, Investments
Karin Maloney Stifler, CFP®, AIF®, MBA
Managing Director
M. Zach Mangels, MSFP, CFP®
Senior Vice President
Frank P. Marzano, CFP®, CPA
Managing Director
Dominick Matteo, CFP®
Assistant Vice President
Michael Maurer
Client Service Associate
Chris Maxey, CAIA
Managing Director, Chief Market Strategist
Michele Mayo
Senior Vice President, Client Service Manager
Derek Mayo
Associate, Finance
Brian Sean McAuliffe
Managing Director
Roynette McDonald-Vandi
Client Service Associate
Felicia McGee
Senior Client Service Associate