Our People
John Dobson, CFP®
Assistant Vice President
Frederick Dopfel, Ph.D.
Strategic Advisor, Investment Committee
Eric Dostal, J.D., CFP®
Managing Director
Paul Dryden, MBA, WMCP
Assistant Vice President, Investments
Emi Duarte
Client Service Associate
Kristin Economou
Client Service Associate
Rina Edelstein, CPA
Family Office Accounting Manager
David Edwards, MBA
Managing Director
James Eichelberger, CFP®, AIF®
Managing Director
Alicia Eichelberger, FPQP™
Client Service Associate
Sarah Emhardt
Senior Associate, Resource Specialist
Marianne Esche, CFP®
Senior Advisor Associate
Jacob Even, J.D., LL.M (Tax)
Senior Vice President, Wealth Strategist – Tax Policy and Research
Debra Falk, MBA
Executive Assistant
Craig Fasano, J.D.
Managing Director
Lorena Ferrufino, FPQP™
Client Service Associate