Our People
Starr Cappetta
Assistant Vice President, Client Service
Besa Capri
Senior Client Service Associate
Katrina Capul
Senior Human Resources Manager
Suzzie Carbone
Client Service Associate
Stephanie Carmel, CFP®, CDFA®, MBA
Vice President
Emily Carr
Assistant Vice President, Client Service
Spencer Carver
Advisor Associate
Christopher Castellano, CFP®, CPA
Managing Director
Diane Cauchois
Assistant Vice President, Investments
Rudolph Cervetto
Office Coordinator
Erin Chausse
Resource Specialist
Karolina Chernyak, FPQP™, AAMS®
Assistant Vice President, Client Service Manager
Carol Clarke
Assistant Vice President, Client Service
Tyrone Clarke
Senior Advisor Associate
Samia Clookie, CFP®
Assistant Vice President
Pat Coelho
Receptionist