Our People
Alice Vecchione, CPA
Senior Manager, Family Office Accounting
Serge Villani, CFP®
Vice President
Edward von Lange, CFP®, CPFA®, AIF®
Senior Vice President
Sarah von Schmidt-Pauli
Brand Manager
Charles Walker, CFP®, AIF®
Senior Vice President
Virgil Wallace
Associate, Resource Specialist
Nick Walser
Senior Associate, Investments
Michael Walsh, Jr.
Client Service Associate
Travis Walters
Vice President, Client Service Manager
Michèle Walthert, CFP®, CRPC®
Managing Director, Head of Advisor Success
Ian Weinberg, CFP®
Managing Director
Spencer Weiss, FPQP™
Associate, Investments
Andrew Weissman, J.D., CFP®
Vice President, Senior Wealth Advisor
Sandy Wiggins, CFP®, AIF®
Managing Director
Chrislyn Williams
Client Service Associate
Jenna Williams
Senior Associate, Compliance